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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 | $19,030 | $100,938-81.1% | $90,461-79.0% | $158,982-88.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,702 | $3,691-53.9% | $3,264-47.9% | $4,763-64.3% |
| Participant deferral / active EE | $5,000 | $4,350+15.0% | $3,964+26.1% | $5,983-16.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |