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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 | $32,065 | $92,684-65.4% | $82,706-61.2% | $134,509-76.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -23.91% | 945.84%-969.7pp | 701.76%-725.7pp | 418.13%-442.0pp |
| Employer contribution / active EE | $1,582 | $3,272-51.6% | $3,007-47.4% | $4,741-66.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |