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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 | $58,535 | $99,031-40.9% | $86,597-32.4% | $147,585-60.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.22% | 1312.56%-1308.3pp | 964.96%-960.7pp | 578.57%-574.3pp |
| Employer contribution / active EE | $18,596 | $3,132+493.7% | $2,840+554.9% | $4,876+281.3% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |