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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 | $31,230 | $159,978-80.5% | $147,041-78.8% | $145,978-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.21% | 98.36%-98.2pp | 419.21%-419.0pp | 550.52%-550.3pp |
| Employer contribution / active EE | $14,425 | $5,288+172.8% | $4,935+192.3% | $4,662+209.4% |
| Participant deferral / active EE | $5,714 | $8,429-32.2% | $8,071-29.2% | $6,690-14.6% |
| Admin fee / account holder | $267 | $15,053-98.2% | $13,006-97.9% | $13,400-98.0% |