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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 | $80,608 | $190,879-57.8% | $160,009-49.6% | $134,532-40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.58% | 552.63%-574.2pp | 408.85%-430.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $40,000 | $4,995+700.8% | $4,225+846.7% | $4,741+743.7% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |