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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 | $23,334 | $185,225-87.4% | $142,898-83.7% | $167,553-86.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 3.86% | 8558.12%-8554.3pp | 5639.64%-5635.8pp | 478.89%-475.0pp |
| Employer contribution / active EE | $6,348 | $5,607+13.2% | $4,146+53.1% | $4,840+31.2% |
| Participant deferral / active EE | $15,167 | $4,496+237.4% | $3,838+295.1% | $6,343+139.1% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |