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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 | $143,861 | $111,814+28.7% | $93,654+53.6% | $145,959-1.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.24% | 203.30%-203.1pp | 133.34%-133.1pp | 561.95%-561.7pp |
| Employer contribution / active EE | $1,987 | $3,092-35.7% | $2,421-17.9% | $4,661-57.4% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $19 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |