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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 | $26,762 | $160,040-83.3% | $147,096-81.8% | $145,877-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.12% | 98.49%-98.4pp | 419.75%-419.6pp | 551.28%-551.2pp |
| Employer contribution / active EE | $2,875 | $5,289-45.7% | $4,936-41.8% | $4,663-38.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |