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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 | $31,270 | $97,732-68.0% | $83,831-62.7% | $135,380-76.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.02% | 1287.56%-1297.6pp | 850.99%-861.0pp | 519.81%-529.8pp |
| Employer contribution / active EE | $5,449 | $4,222+29.1% | $3,631+50.1% | $4,779+14.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $190 | $6,675-97.1% | $5,479-96.5% | $10,828-98.2% |