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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 | $90,417 | $169,361-46.6% | $129,397-30.1% | $145,877-38.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.88% | 14395.54%-14388.7pp | 9453.98%-9447.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $38,728 | $5,542+598.9% | $4,154+832.3% | $4,663+730.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $102 | $9,903-99.0% | $7,679-98.7% | $13,402-99.2% |