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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 | $100,264 | $217,432-53.9% | $185,851-46.1% | $167,553-40.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,453 | $5,874-75.3% | $5,168-71.9% | $4,840-70.0% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,343-18.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |