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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 | $115,427 | $99,079+16.5% | $78,002+48.0% | $273,972-57.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.83% | 217.93%-217.1pp | 425.99%-425.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $4,286 | $3,308+29.6% | $2,470+73.5% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21 | $8,954-99.8% | $5,481-99.6% | $10,133-99.8% |