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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 | $40,616 | $106,008-61.7% | $92,240-56.0% | $147,586-72.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.93% | 50.05%-43.1pp | 176.29%-169.4pp | 578.59%-571.7pp |
| Employer contribution / active EE | $13,905 | $4,333+220.9% | $3,680+277.9% | $4,876+185.1% |
| Participant deferral / active EE | $6,363 | $4,478+42.1% | $3,897+63.3% | $5,439+17.0% |
| Admin fee / account holder | $117 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |