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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 | $176,944 | $72,071+145.5% | $68,368+158.8% | $137,256+28.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -5.75% | 353.14%-358.9pp | 292.57%-298.3pp | 220.34%-226.1pp |
| Employer contribution / active EE | $416 | $2,788-85.1% | $2,649-84.3% | $4,156-90.0% |
| Participant deferral / active EE | $416 | $4,410-90.6% | $4,123-89.9% | $6,407-93.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |