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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 | $48,809 | $156,970-68.9% | $121,210-59.7% | $139,487-65.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.92% | 1477.10%-1474.2pp | 987.41%-984.5pp | 373.84%-370.9pp |
| Employer contribution / active EE | $433 | $5,546-92.2% | $4,171-89.6% | $4,755-90.9% |
| Participant deferral / active EE | $12,000 | $4,849+147.5% | $4,084+193.9% | $6,713+78.8% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |