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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 | $13,124 | $90,607-85.5% | $79,467-83.5% | $135,380-90.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2979.22% | 977.74%-3957.0pp | 718.30%-3697.5pp | 519.81%-3499.0pp |
| Employer contribution / active EE | $3,509 | $3,068+14.4% | $2,800+25.3% | $4,779-26.6% |
| Participant deferral / active EE | $10,724 | $4,050+164.8% | $3,704+189.5% | $5,609+91.2% |
| Admin fee / account holder | $71 | $5,895-98.8% | $5,104-98.6% | $10,828-99.3% |