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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 | $168,773 | $176,688-4.5% | $130,660+29.2% | $152,897+10.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.97% | 2693.08%-2692.1pp | 1709.29%-1708.3pp | 345.43%-344.5pp |
| Employer contribution / active EE | $10,072 | $5,743+75.4% | $4,092+146.1% | $4,764+111.4% |
| Participant deferral / active EE | $10,173 | $4,362+133.2% | $3,603+182.4% | $5,851+73.9% |
| Admin fee / account holder | $33 | $7,131-99.5% | $5,463-99.4% | $11,599-99.7% |