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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 | $34,327 | $150,446-77.2% | $136,297-74.8% | $147,585-76.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.93% | 1049.14%-1041.2pp | 5156.19%-5148.3pp | 578.58%-570.7pp |
| Employer contribution / active EE | $1,763 | $5,256-66.5% | $4,696-62.5% | $4,876-63.9% |
| Participant deferral / active EE | $13,598 | $6,631+105.1% | $6,247+117.7% | $5,439+150.0% |
| Admin fee / account holder | $179 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |