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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 | $232,839 | $104,520+122.8% | $76,823+203.1% | $152,885+52.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 3.53% | 1014.03%-1010.5pp | 1166.42%-1162.9pp | 345.39%-341.9pp |
| Employer contribution / active EE | $5,306 | $3,117+70.2% | $2,302+130.5% | $4,763+11.4% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $12,283-99.9% | $6,422-99.8% | $11,598-99.9% |