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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 | $88,152 | $144,130-38.8% | $117,861-25.2% | $147,586-40.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 1.85% | 531.20%-529.3pp | 335.11%-333.3pp | 578.59%-576.7pp |
| Employer contribution / active EE | $4,080 | $4,897-16.7% | $3,786+7.8% | $4,876-16.3% |
| Participant deferral / active EE | $8,000 | $5,316+50.5% | $4,482+78.5% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |