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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 | $76,328 | $169,336-54.9% | $129,384-41.0% | $145,884-47.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.09% | 14408.70%-14405.6pp | 9461.77%-9458.7pp | 551.85%-548.8pp |
| Employer contribution / active EE | $38,660 | $5,540+597.8% | $4,153+830.8% | $4,662+729.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $236 | $9,912-97.6% | $7,686-96.9% | $13,392-98.2% |