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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 | $89,466 | $226,135-60.4% | $182,558-51.0% | $152,909-41.5% |
| 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 | $3,270 | $4,979-34.3% | $4,076-19.8% | $4,764-31.4% |
| Participant deferral / active EE | $11,875 | $6,371+86.4% | $5,526+114.9% | $5,851+102.9% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |