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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 | $53,290 | $99,031-46.2% | $86,597-38.5% | $147,585-63.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.43% | 1312.56%-1309.1pp | 964.96%-961.5pp | 578.57%-575.1pp |
| Employer contribution / active EE | $9,262 | $3,132+195.7% | $2,840+226.2% | $4,876+89.9% |
| Participant deferral / active EE | $12,809 | $3,972+222.5% | $3,609+254.9% | $5,439+135.5% |
| Admin fee / account holder | $16 | $5,711-99.7% | $4,906-99.7% | $10,885-99.9% |