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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 | $129,548 | $88,702+46.0% | $81,780+58.4% | $145,978-11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.01% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $750 | $3,084-75.7% | $2,914-74.3% | $4,662-83.9% |
| Participant deferral / active EE | $750 | $4,645-83.9% | $4,321-82.6% | $6,690-88.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |