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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 | $62,648 | $112,933-44.5% | $90,970-31.1% | $158,982-60.6% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $984 | $2,893-66.0% | $2,122-53.6% | $4,763-79.3% |
| Participant deferral / active EE | $1,762 | $4,128-57.3% | $3,373-47.7% | $5,983-70.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |