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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 | $49,315 | $156,963-68.6% | $121,204-59.3% | $139,466-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -0.23% | 1476.75%-1477.0pp | 987.18%-987.4pp | 373.66%-373.9pp |
| Employer contribution / active EE | $29,028 | $5,544+423.5% | $4,170+596.2% | $4,754+510.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $102 | $6,953-98.5% | $5,651-98.2% | $11,409-99.1% |