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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 | $10,137 | $76,519-86.8% | $56,025-81.9% | $145,897-93.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.12% | 3017.03%-3015.9pp | 1712.69%-1711.6pp | 552.29%-551.2pp |
| Employer contribution / active EE | $4,295 | $1,383+210.5% | $1,042+312.4% | $4,663-7.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13 | $3,331-99.6% | $2,828-99.5% | $13,390-99.9% |