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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 | $77,937 | $150,447-48.2% | $136,298-42.8% | $147,586-47.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.45% | 1049.15%-1048.7pp | 5156.27%-5155.8pp | 578.59%-578.1pp |
| Employer contribution / active EE | $16,979 | $5,256+223.0% | $4,696+261.6% | $4,876+248.2% |
| Participant deferral / active EE | $12,250 | $6,631+84.7% | $6,247+96.1% | $5,439+125.2% |
| Admin fee / account holder | $185 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |