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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 | $27,012 | $160,070-83.1% | $147,117-81.6% | $145,897-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.80% | 98.69%-108.5pp | 420.54%-430.3pp | 552.29%-562.1pp |
| Employer contribution / active EE | $7,510 | $5,285+42.1% | $4,932+52.2% | $4,663+61.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $47 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |