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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 | $41,013 | $150,447-72.7% | $136,298-69.9% | $147,586-72.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.57% | 1049.15%-1044.6pp | 5156.27%-5151.7pp | 578.59%-574.0pp |
| Employer contribution / active EE | $5,686 | $5,256+8.2% | $4,696+21.1% | $4,876+16.6% |
| Participant deferral / active EE | $3,692 | $6,631-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $255 | $10,906-97.7% | $9,244-97.2% | $10,886-97.7% |