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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 | $58,003 | $99,017-41.4% | $86,587-33.0% | $147,585-60.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.37%-1312.4pp | 964.86%-964.9pp | 578.56%-578.6pp |
| Employer contribution / active EE | $2,000 | $3,132-36.1% | $2,839-29.6% | $4,876-59.0% |
| Participant deferral / active EE | $14,496 | $3,972+264.9% | $3,609+301.7% | $5,439+166.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |