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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 | $26,328 | $165,399-84.1% | $149,745-82.4% | $158,982-83.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.63% | 348.34%-347.7pp | 276.72%-276.1pp | 302.99%-302.4pp |
| Employer contribution / active EE | $9,587 | $5,105+87.8% | $4,646+106.4% | $4,763+101.3% |
| Participant deferral / active EE | $9,674 | $7,183+34.7% | $6,843+41.4% | $5,983+61.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |