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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 | $150,447-51.2% | $136,298-46.1% | $147,586-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.50% | 1049.15%-1047.7pp | 5156.27%-5154.8pp | 578.59%-577.1pp |
| Employer contribution / active EE | $9,829 | $5,256+87.0% | $4,696+109.3% | $4,876+101.6% |
| Participant deferral / active EE | $5,722 | $6,631-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $20 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |