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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 | $111,785+28.7% | $93,669+53.6% | $145,877-1.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.24% | 203.79%-203.5pp | 133.59%-133.4pp | 551.28%-551.0pp |
| Employer contribution / active EE | $1,987 | $3,096-35.8% | $2,424-18.0% | $4,663-57.4% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |