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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 | $37,722 | $72,071-47.7% | $68,368-44.8% | $137,256-72.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -13.67% | 353.14%-366.8pp | 292.57%-306.2pp | 220.34%-234.0pp |
| Employer contribution / active EE | $500 | $2,788-82.1% | $2,649-81.1% | $4,156-88.0% |
| Participant deferral / active EE | $150 | $4,410-96.6% | $4,123-96.4% | $6,407-97.7% |
| Admin fee / account holder | $100 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |