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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 | $80,078 | $175,257-54.3% | $149,717-46.5% | $139,456-42.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.00% | 166.70%-165.7pp | 134.41%-133.4pp | 373.45%-372.5pp |
| Employer contribution / active EE | $11,078 | $5,477+102.3% | $4,820+129.8% | $4,753+133.1% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |