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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 | $31,335 | $160,040-80.4% | $147,096-78.7% | $145,877-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,826 | $5,289-65.5% | $4,936-63.0% | $4,663-60.8% |
| Participant deferral / active EE | $6,851 | $8,429-18.7% | $8,071-15.1% | $6,691+2.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |