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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 | $144,401 | $103,000+40.2% | $90,300+59.9% | $152,885-5.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.05% | 95.19%-95.1pp | 78.11%-78.1pp | 345.39%-345.3pp |
| Employer contribution / active EE | $3,085 | $3,138-1.7% | $2,854+8.1% | $4,763-35.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $66 | $6,173-98.9% | $5,353-98.8% | $11,598-99.4% |