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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 | $33,777 | $156,897-78.5% | $121,147-72.1% | $139,427-75.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.12% | 1475.10%-1474.0pp | 986.30%-985.2pp | 373.27%-372.2pp |
| Employer contribution / active EE | $11,627 | $5,539+109.9% | $4,166+179.1% | $4,752+144.7% |
| Participant deferral / active EE | $11,250 | $4,846+132.1% | $4,081+175.6% | $6,711+67.6% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |