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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 | $102,595-39.8% | $94,057-34.3% | $154,746-60.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 3.14% | 583.42%-580.3pp | 480.62%-477.5pp | 172.34%-169.2pp |
| Employer contribution / active EE | $4,500 | $3,147+43.0% | $2,933+53.4% | $4,379+2.8% |
| Participant deferral / active EE | $7,500 | $5,118+46.5% | $4,709+59.3% | $6,730+11.4% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |