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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 | $55,748 | $209,888-73.4% | $189,545-70.6% | $167,553-66.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.71% | 748.66%-748.0pp | 555.36%-554.7pp | 478.89%-478.2pp |
| Employer contribution / active EE | $2,813 | $6,915-59.3% | $6,162-54.3% | $4,840-41.9% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $22 | $14,300-99.8% | $12,049-99.8% | $12,316-99.8% |