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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 | $16,228 | $96,691-83.2% | $86,656-81.3% | $139,487-88.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.46% | 106.87%-106.4pp | 593.09%-592.6pp | 373.84%-373.4pp |
| Employer contribution / active EE | $4,527 | $3,267+38.6% | $3,025+49.6% | $4,755-4.8% |
| Participant deferral / active EE | $3,139 | $4,838-35.1% | $4,439-29.3% | $6,713-53.2% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |