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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 | $14,756 | $111,814-86.8% | $93,654-84.2% | $145,959-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.67% | 203.30%-197.6pp | 133.34%-127.7pp | 561.95%-556.3pp |
| Employer contribution / active EE | $5,017 | $3,092+62.3% | $2,421+107.2% | $4,661+7.6% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $110 | $10,246-98.9% | $8,282-98.7% | $13,398-99.2% |