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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 | $2,968 | $76,519-96.1% | $56,025-94.7% | $145,897-98.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -9.26% | 3017.03%-3026.3pp | 1712.69%-1721.9pp | 552.29%-561.5pp |
| Employer contribution / active EE | $2,661 | $1,383+92.3% | $1,042+155.4% | $4,663-42.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |