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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 | $224,877 | $102,624+119.1% | $86,200+160.9% | $139,427+61.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 1.17% | 1922.69%-1921.5pp | 1168.58%-1167.4pp | 373.27%-372.1pp |
| Employer contribution / active EE | $0 | $3,033-100.0% | $2,381-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,658-100.0% | $6,853-100.0% | $11,404-100.0% |