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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 | $25,762 | $73,546-65.0% | $63,018-59.1% | $147,586-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 1.28% | 175.56%-174.3pp | 87.62%-86.3pp | 578.59%-577.3pp |
| Employer contribution / active EE | $10,026 | $3,324+201.6% | $2,761+263.2% | $4,876+105.6% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |