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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 | $23,364 | $138,078-83.1% | $125,363-81.4% | $134,509-82.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.00% | 750.49%-771.5pp | 572.15%-593.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $7,394 | $5,245+41.0% | $4,815+53.6% | $4,741+56.0% |
| Participant deferral / active EE | $362 | $7,800-95.4% | $7,447-95.1% | $6,400-94.3% |
| Admin fee / account holder | $17 | $11,566-99.9% | $10,005-99.8% | $11,427-99.8% |