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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 | $23,278 | $99,031-76.5% | $86,597-73.1% | $147,585-84.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.71% | 1312.56%-1308.8pp | 964.96%-961.2pp | 578.57%-574.9pp |
| Employer contribution / active EE | $6,357 | $3,132+102.9% | $2,840+123.9% | $4,876+30.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15 | $5,711-99.7% | $4,906-99.7% | $10,885-99.9% |