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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 | $86,267 | $67,823+27.2% | $52,425+64.6% | $137,256-37.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -8.32% | 219.11%-227.4pp | 302.12%-310.4pp | 220.34%-228.7pp |
| Employer contribution / active EE | $163 | $1,163-86.0% | $914-82.2% | $4,156-96.1% |
| Participant deferral / active EE | $216 | $2,288-90.6% | $1,790-87.9% | $6,407-96.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |