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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 | $16,017 | $84,741-81.1% | $75,731-78.8% | $167,553-90.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 8.11% | 199.72%-191.6pp | 104.65%-96.5pp | 478.89%-470.8pp |
| Employer contribution / active EE | $2,043 | $3,230-36.8% | $2,743-25.5% | $4,840-57.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $286 | $5,361-94.7% | $3,620-92.1% | $12,316-97.7% |