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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 | $70,785 | $226,135-68.7% | $182,558-61.2% | $152,909-53.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,147 | $4,979-56.9% | $4,076-47.3% | $4,764-54.9% |
| Participant deferral / active EE | $22,000 | $6,371+245.3% | $5,526+298.1% | $5,851+276.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |