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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 | $142,678 | $114,130+25.0% | $96,192+48.3% | $167,553-14.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,204 | $3,431-6.6% | $2,799+14.5% | $4,840-33.8% |
| Participant deferral / active EE | $13,000 | $5,198+150.1% | $4,351+198.8% | $6,343+105.0% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |