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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 | $138,311 | $99,031+39.7% | $86,597+59.7% | $147,585-6.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.05% | 1312.56%-1312.5pp | 964.96%-964.9pp | 578.57%-578.5pp |
| Employer contribution / active EE | $3,269 | $3,132+4.4% | $2,840+15.1% | $4,876-33.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $66 | $5,711-98.8% | $4,906-98.6% | $10,885-99.4% |