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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 | $126,913 | $160,070-20.7% | $147,117-13.7% | $145,897-13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $8,760 | $5,285+65.8% | $4,932+77.6% | $4,663+87.9% |
| Participant deferral / active EE | $14,247 | $8,419+69.2% | $8,065+76.7% | $6,689+113.0% |
| Admin fee / account holder | $88 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |