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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 | $90,661 | $72,426+25.2% | $67,560+34.2% | $145,897-37.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.72% | 7226.78%-7226.1pp | 3533.50%-3532.8pp | 552.29%-551.6pp |
| Employer contribution / active EE | $6,250 | $3,074+103.3% | $2,737+128.4% | $4,663+34.0% |
| Participant deferral / active EE | $23,000 | $4,785+380.7% | $4,004+474.4% | $6,689+243.8% |
| Admin fee / account holder | $13 | $5,514-99.8% | $3,994-99.7% | $13,390-99.9% |