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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 | $39,295 | $104,937-62.6% | $84,628-53.6% | $152,897-74.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 7.61% | 373.88%-366.3pp | 258.80%-251.2pp | 345.43%-337.8pp |
| Employer contribution / active EE | $24,533 | $3,303+642.7% | $2,653+824.7% | $4,764+415.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $124 | $6,243-98.0% | $4,914-97.5% | $11,599-98.9% |