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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 | $61,880 | $202,342-69.4% | $172,753-64.2% | $152,909-59.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.13% | 1029.88%-1030.0pp | 803.00%-803.1pp | 345.46%-345.6pp |
| Employer contribution / active EE | $4,500 | $5,857-23.2% | $5,144-12.5% | $4,764-5.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $75 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |