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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 | $51,625 | $100,073-48.4% | $85,126-39.4% | $145,877-64.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -28.97% | 84.11%-113.1pp | 66.63%-95.6pp | 551.28%-580.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $368 | $5,294-93.1% | $4,523-91.9% | $6,691-94.5% |
| Admin fee / account holder | $33 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |