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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 | $47,302 | $150,447-68.6% | $136,298-65.3% | $147,586-67.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.95% | 1049.15%-1041.2pp | 5156.27%-5148.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,878 | $5,256-45.3% | $4,696-38.7% | $4,876-41.0% |
| Participant deferral / active EE | $3,366 | $6,631-49.2% | $6,247-46.1% | $5,439-38.1% |
| Admin fee / account holder | $100 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |