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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 | $62,873 | $96,388-34.8% | $80,627-22.0% | $139,466-54.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.21% | 1352.08%-1351.9pp | 936.76%-936.6pp | 373.66%-373.5pp |
| Employer contribution / active EE | $652 | $3,260-80.0% | $2,723-76.1% | $4,754-86.3% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $28 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |