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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 | $30,185 | $90,486-66.6% | $78,676-61.6% | $273,972-89.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.01% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $7,043 | $3,175+121.8% | $2,850+147.1% | $4,869+44.6% |
| Participant deferral / active EE | $5,445 | $3,901+39.6% | $3,517+54.8% | $5,287+3.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |