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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 | $53,136 | $72,465-26.7% | $67,575-21.4% | $145,884-63.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.12% | 7222.56%-7216.4pp | 3528.98%-3522.9pp | 551.85%-545.7pp |
| Employer contribution / active EE | $2,441 | $3,074-20.6% | $2,736-10.8% | $4,662-47.6% |
| Participant deferral / active EE | $11,880 | $4,786+148.2% | $4,003+196.7% | $6,690+77.6% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |