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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 | $34,667 | $58,927-41.2% | $76,823-54.9% | $72,983-52.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.89% | 2305.64%-2304.8pp | 1166.42%-1165.5pp | 81.01%-80.1pp |
| Employer contribution / active EE | $13,793 | $1,787+672.0% | $2,302+499.1% | $2,440+465.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,422-100.0% | $5,124-100.0% |