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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 | $60,590 | $72,446-16.4% | $67,561-10.3% | $145,877-58.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.29% | 7211.98%-7210.7pp | 3525.44%-3524.2pp | 551.28%-550.0pp |
| Employer contribution / active EE | $5,810 | $3,072+89.1% | $2,735+112.5% | $4,663+24.6% |
| Participant deferral / active EE | $4,815 | $4,785+0.6% | $4,003+20.3% | $6,691-28.0% |
| Admin fee / account holder | $21 | $5,541-99.6% | $4,006-99.5% | $13,402-99.8% |