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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 | $97,418 | $150,447-35.2% | $136,298-28.5% | $147,586-34.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.09% | 1049.15%-1049.1pp | 5156.27%-5156.2pp | 578.59%-578.5pp |
| Employer contribution / active EE | $26,289 | $5,256+400.1% | $4,696+459.8% | $4,876+439.1% |
| Participant deferral / active EE | $9,325 | $6,631+40.6% | $6,247+49.3% | $5,439+71.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |