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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 | $29,515 | $111,787-73.6% | $93,681-68.5% | $145,978-79.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -31.02% | 203.52%-234.5pp | 133.47%-164.5pp | 550.52%-581.5pp |
| Employer contribution / active EE | $957 | $3,093-69.1% | $2,422-60.5% | $4,662-79.5% |
| Participant deferral / active EE | $1,057 | $4,918-78.5% | $4,415-76.1% | $6,690-84.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |