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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 | $21,833 | $156,927-86.1% | $121,169-82.0% | $139,456-84.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.05% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,933 | $5,542-29.0% | $4,168-5.6% | $4,753-17.2% |
| Participant deferral / active EE | $9,053 | $4,848+86.7% | $4,083+121.7% | $6,711+34.9% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |