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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 | $10,324 | $99,921-89.7% | $85,009-87.9% | $145,959-92.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -10.64% | 83.89%-94.5pp | 66.47%-77.1pp | 561.95%-572.6pp |
| Employer contribution / active EE | $5,360 | $3,233+65.8% | $2,728+96.5% | $4,661+15.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |