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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 | $62,546 | $76,785-18.5% | $56,441+10.8% | $145,959-57.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.87% | 3000.51%-2999.6pp | 1704.21%-1703.3pp | 561.95%-561.1pp |
| Employer contribution / active EE | $8,486 | $1,381+514.6% | $1,039+716.6% | $4,661+82.1% |
| Participant deferral / active EE | $17,500 | $2,624+567.0% | $1,953+796.1% | $6,689+161.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |