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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 | $18,838 | $160,028-88.2% | $147,080-87.2% | $145,884-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.10% | 98.60%-98.5pp | 420.17%-420.1pp | 551.85%-551.7pp |
| Employer contribution / active EE | $3,757 | $5,286-28.9% | $4,933-23.9% | $4,662-19.4% |
| Participant deferral / active EE | $3,389 | $8,422-59.8% | $8,066-58.0% | $6,690-49.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |