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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 | $23,487 | $183,516-87.2% | $155,534-84.9% | $145,884-83.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,731 | $5,315-48.6% | $4,675-41.6% | $4,662-41.4% |
| Participant deferral / active EE | $3,674 | $6,467-43.2% | $5,630-34.7% | $6,690-45.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |