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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 | $76,785-96.1% | $56,441-94.7% | $145,959-98.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -9.26% | 3000.51%-3009.8pp | 1704.21%-1713.5pp | 561.95%-571.2pp |
| Employer contribution / active EE | $2,661 | $1,381+92.7% | $1,039+156.1% | $4,661-42.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |