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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 | $16,866 | $138,114-87.8% | $125,391-86.5% | $134,545-87.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.02% | 750.88%-775.9pp | 572.41%-597.4pp | 418.37%-443.4pp |
| Employer contribution / active EE | $8,431 | $5,246+60.7% | $4,816+75.1% | $4,742+77.8% |
| Participant deferral / active EE | $978 | $7,801-87.5% | $7,448-86.9% | $6,401-84.7% |
| Admin fee / account holder | $11 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |