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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 | $39,337 | $102,663-61.7% | $86,216-54.4% | $139,466-71.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 1.32% | 1924.52%-1923.2pp | 1169.42%-1168.1pp | 373.66%-372.3pp |
| Employer contribution / active EE | $16,291 | $3,035+436.9% | $2,382+584.1% | $4,754+242.7% |
| Participant deferral / active EE | $6,000 | $4,677+28.3% | $3,986+50.5% | $6,712-10.6% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |