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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 | $156,970-78.5% | $121,210-72.1% | $139,487-75.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.12% | 1477.10%-1476.0pp | 987.41%-986.3pp | 373.84%-372.7pp |
| Employer contribution / active EE | $11,627 | $5,546+109.6% | $4,171+178.8% | $4,755+144.5% |
| Participant deferral / active EE | $11,250 | $4,849+132.0% | $4,084+175.5% | $6,713+67.6% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |