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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 | $86,263 | $102,595-15.9% | $94,057-8.3% | $154,746-44.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.58% | 583.42%-573.8pp | 480.62%-471.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $15,872 | $3,147+404.3% | $2,933+441.1% | $4,379+262.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $50 | $7,736-99.4% | $7,244-99.3% | $14,365-99.7% |