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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 | $230,150 | $88,778+159.2% | $81,844+181.2% | $145,884+57.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.70% | 1033.03%-1031.3pp | 778.87%-777.2pp | 551.85%-550.2pp |
| Employer contribution / active EE | $500 | $3,087-83.8% | $2,916-82.9% | $4,662-89.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |