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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 | $46,405 | $150,447-69.2% | $136,298-66.0% | $147,586-68.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.04% | 1049.15%-1049.1pp | 5156.27%-5156.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,860 | $5,256-45.6% | $4,696-39.1% | $4,876-41.4% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |