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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 | $22,919 | $183,539-87.5% | $155,556-85.3% | $145,897-84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,243 | $5,315-20.2% | $4,675-9.2% | $4,663-9.0% |
| Participant deferral / active EE | $3,000 | $6,467-53.6% | $5,631-46.7% | $6,689-55.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |