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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 | $32,944 | $106,008-68.9% | $92,240-64.3% | $147,586-77.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.44% | 50.05%-40.6pp | 176.29%-166.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $14,213 | $4,333+228.0% | $3,680+286.3% | $4,876+191.5% |
| Participant deferral / active EE | $1,250 | $4,478-72.1% | $3,897-67.9% | $5,439-77.0% |
| Admin fee / account holder | $121 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |