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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 | $48,230 | $171,867-71.9% | $149,721-67.8% | $147,586-67.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.13% | 2113.36%-2112.2pp | 1501.67%-1500.5pp | 578.59%-577.5pp |
| Employer contribution / active EE | $6,586 | $6,275+5.0% | $5,444+21.0% | $4,876+35.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $79 | $13,799-99.4% | $11,282-99.3% | $10,886-99.3% |