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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 | $40,201 | $63,346-36.5% | $92,240-56.4% | $70,126-42.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.25% | 530.19%-529.9pp | 176.29%-176.0pp | 73.15%-72.9pp |
| Employer contribution / active EE | $21,297 | $2,471+761.8% | $3,680+478.8% | $2,343+809.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |