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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 | $33,858 | $144,124-76.5% | $117,857-71.3% | $147,585-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.55% | 531.17%-530.6pp | 335.09%-334.5pp | 578.57%-578.0pp |
| Employer contribution / active EE | $5,077 | $4,897+3.7% | $3,786+34.1% | $4,876+4.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |