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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 | $68,421 | $176,688-61.3% | $130,660-47.6% | $152,897-55.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.11% | 2693.08%-2693.0pp | 1709.29%-1709.2pp | 345.43%-345.3pp |
| Employer contribution / active EE | $6,010 | $5,743+4.6% | $4,092+46.9% | $4,764+26.2% |
| Participant deferral / active EE | $9,500 | $4,362+117.8% | $3,603+163.7% | $5,851+62.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |