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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 | $36,587 | $96,678-62.2% | $86,640-57.8% | $139,466-73.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.46% | 106.69%-96.2pp | 592.52%-582.1pp | 373.66%-363.2pp |
| Employer contribution / active EE | $2,793 | $3,265-14.5% | $3,024-7.6% | $4,754-41.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |