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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 | $73,490 | $150,442-51.2% | $136,295-46.1% | $147,585-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.50% | 1049.09%-1047.6pp | 5155.97%-5154.5pp | 578.56%-577.1pp |
| Employer contribution / active EE | $9,829 | $5,256+87.0% | $4,695+109.3% | $4,876+101.6% |
| Participant deferral / active EE | $5,722 | $6,630-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |