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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 | $37,789 | $109,372-65.4% | $89,414-57.7% | $158,966-76.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.03% | 345.55%-345.5pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,232 | $3,171+33.4% | $2,586+63.6% | $4,762-11.1% |
| Participant deferral / active EE | $21,725 | $4,598+372.5% | $3,890+458.5% | $5,983+263.1% |
| Admin fee / account holder | $20 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |