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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,355 | $70,366+35.5% | $66,674+43.0% | $138,895-31.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,871 | $2,765-32.3% | $2,620-28.6% | $4,194-55.4% |
| Participant deferral / active EE | $4,008 | $4,374-8.4% | $4,084-1.9% | $6,396-37.3% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |