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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 | $57,238 | $99,011-42.2% | $86,582-33.9% | $147,586-61.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.31% | 1312.75%-1312.4pp | 965.08%-964.8pp | 578.59%-578.3pp |
| Employer contribution / active EE | $113 | $3,132-96.4% | $2,839-96.0% | $4,876-97.7% |
| Participant deferral / active EE | $9,000 | $3,972+126.6% | $3,609+149.4% | $5,439+65.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |