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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 | $30,968 | $176,688-82.5% | $130,660-76.3% | $152,897-79.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.12% | 2693.08%-2693.0pp | 1709.29%-1709.2pp | 345.43%-345.3pp |
| Employer contribution / active EE | $6,280 | $5,743+9.3% | $4,092+53.5% | $4,764+31.8% |
| Participant deferral / active EE | $6,333 | $4,362+45.2% | $3,603+75.8% | $5,851+8.2% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |