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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 | $13,826 | $109,905-87.4% | $98,506-86.0% | $167,553-91.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.01% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $4,682 | $3,226+45.1% | $2,961+58.1% | $4,840-3.3% |
| Participant deferral / active EE | $2,080 | $4,674-55.5% | $4,277-51.4% | $6,343-67.2% |
| Admin fee / account holder | $257 | $6,760-96.2% | $5,955-95.7% | $12,316-97.9% |