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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 | $50,055 | $70,366-28.9% | $66,674-24.9% | $138,895-64.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,097 | $2,765-24.2% | $2,620-20.0% | $4,194-50.0% |
| Participant deferral / active EE | $7,487 | $4,374+71.2% | $4,084+83.3% | $6,396+17.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |