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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 | $156,825 | $76,522+104.9% | $56,033+179.9% | $145,884+7.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 1.91% | 3014.28%-3012.4pp | 1711.38%-1709.5pp | 551.85%-549.9pp |
| Employer contribution / active EE | $35,015 | $1,382+2433.1% | $1,041+3263.9% | $4,662+651.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $3,328-99.5% | $2,827-99.5% | $13,392-99.9% |