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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 | $61,787 | $72,071-14.3% | $68,368-9.6% | $137,256-55.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.14% | 353.14%-350.0pp | 292.57%-289.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $4,500 | $2,788+61.4% | $2,649+69.9% | $4,156+8.3% |
| Participant deferral / active EE | $7,500 | $4,410+70.1% | $4,123+81.9% | $6,407+17.1% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |