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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 | $72,405 | $135,639-46.6% | $110,241-34.3% | $135,382-46.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.08% | 513.21%-524.3pp | 314.75%-325.8pp | 519.77%-530.9pp |
| Employer contribution / active EE | $5,715 | $4,907+16.5% | $3,827+49.3% | $4,779+19.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $59 | $11,457-99.5% | $8,548-99.3% | $10,829-99.5% |