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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 | $47,449 | $171,867-72.4% | $149,721-68.3% | $147,586-67.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.64% | 2113.36%-2111.7pp | 1501.67%-1500.0pp | 578.59%-577.0pp |
| Employer contribution / active EE | $14,571 | $6,275+132.2% | $5,444+167.6% | $4,876+198.8% |
| Participant deferral / active EE | $9,695 | $7,270+33.4% | $6,568+47.6% | $5,439+78.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |