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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 | $57,563 | $109,905-47.6% | $98,506-41.6% | $167,553-65.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.66% | 1960.20%-1959.5pp | 1494.92%-1494.3pp | 478.89%-478.2pp |
| Employer contribution / active EE | $34,216 | $3,226+960.7% | $2,961+1055.5% | $4,840+607.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $40 | $6,760-99.4% | $5,955-99.3% | $12,316-99.7% |