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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 | $117,101 | $185,225-36.8% | $142,898-18.1% | $167,536-30.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.01% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $20,133 | $5,607+259.1% | $4,146+385.6% | $4,839+316.1% |
| Participant deferral / active EE | $26,000 | $4,496+478.3% | $3,838+577.4% | $6,342+309.9% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |