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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 | $24,237 | $76,368-68.3% | $67,681-64.2% | $154,746-84.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.22% | 1066.77%-1058.6pp | 590.58%-582.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $5,228 | $3,151+65.9% | $2,678+95.2% | $4,379+19.4% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $294 | $8,559-96.6% | $6,100-95.2% | $14,365-98.0% |