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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 | $86,670 | $108,685-20.3% | $74,719+16.0% | $152,885-43.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $315 | $1,504-79.1% | $1,084-70.9% | $4,763-93.4% |
| Participant deferral / active EE | $2,025 | $2,712-25.3% | $1,963+3.1% | $5,851-65.4% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |