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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 | $17,717 | $103,038-82.8% | $90,324-80.4% | $152,909-88.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,231 | $3,141+2.9% | $2,856+13.1% | $4,764-32.2% |
| Participant deferral / active EE | $2,070 | $4,282-51.7% | $3,885-46.7% | $5,851-64.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |