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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 | $62,724 | $185,225-66.1% | $142,898-56.1% | $167,536-62.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.50% | 8558.12%-8557.6pp | 5639.64%-5639.1pp | 478.82%-478.3pp |
| Employer contribution / active EE | $22,824 | $5,607+307.1% | $4,146+450.5% | $4,839+371.6% |
| Participant deferral / active EE | $9,750 | $4,496+116.9% | $3,838+154.0% | $6,342+53.7% |
| Admin fee / account holder | $103 | $8,032-98.7% | $6,560-98.4% | $12,315-99.2% |