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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 | $17,153 | $102,595-83.3% | $94,057-81.8% | $154,746-88.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.05% | 583.42%-578.4pp | 480.62%-475.6pp | 172.34%-167.3pp |
| Employer contribution / active EE | $4,133 | $3,147+31.3% | $2,933+40.9% | $4,379-5.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |