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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 | $47,545 | $166,089-71.4% | $164,928-71.2% | $145,978-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.03% | 100.26%-100.2pp | 70.08%-70.0pp | 550.52%-550.5pp |
| Employer contribution / active EE | $8,036 | $5,276+52.3% | $4,343+85.0% | $4,662+72.4% |
| Participant deferral / active EE | $5,800 | $6,961-16.7% | $6,034-3.9% | $6,690-13.3% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |