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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 | $55,858 | $106,005-47.3% | $92,239-39.4% | $147,585-62.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $2,334 | $4,333-46.1% | $3,680-36.6% | $4,876-52.1% |
| Participant deferral / active EE | $1,523 | $4,478-66.0% | $3,897-60.9% | $5,439-72.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |