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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 | $127,135 | $150,447-15.5% | $136,298-6.7% | $147,586-13.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.38% | 1049.15%-1045.8pp | 5156.27%-5152.9pp | 578.59%-575.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,747 | $6,631-43.5% | $6,247-40.0% | $5,439-31.1% |
| Admin fee / account holder | $238 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |