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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,093 | $114,093-90.3% | $96,171-88.5% | $167,536-93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -0.20% | 190.00%-190.2pp | 192.04%-192.2pp | 478.82%-479.0pp |
| Employer contribution / active EE | $7,156 | $3,429+108.7% | $2,799+155.7% | $4,839+47.9% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |