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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 | $111,830-86.8% | $93,696-84.3% | $145,884-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.67% | 204.08%-198.4pp | 133.74%-128.1pp | 551.85%-546.2pp |
| Employer contribution / active EE | $5,017 | $3,093+62.2% | $2,422+107.1% | $4,662+7.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $110 | $10,249-98.9% | $8,287-98.7% | $13,392-99.2% |