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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 | $22,973 | $111,785-79.4% | $93,669-75.5% | $145,877-84.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.93% | 203.79%-198.9pp | 133.59%-128.7pp | 551.28%-546.4pp |
| Employer contribution / active EE | $10,115 | $3,096+226.7% | $2,424+317.3% | $4,663+116.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $72 | $10,256-99.3% | $8,291-99.1% | $13,402-99.5% |