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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 | $13,772 | $110,093-87.5% | $97,295-85.8% | $145,897-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.55% | 244.76%-241.2pp | 75.62%-72.1pp | 552.29%-548.7pp |
| Employer contribution / active EE | $4,799 | $3,077+55.9% | $2,723+76.2% | $4,663+2.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $78 | $6,212-98.8% | $5,646-98.6% | $13,390-99.4% |