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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 | $111,830-79.5% | $93,696-75.5% | $145,884-84.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.93% | 204.08%-199.2pp | 133.74%-128.8pp | 551.85%-546.9pp |
| Employer contribution / active EE | $10,115 | $3,093+227.0% | $2,422+317.6% | $4,662+116.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $72 | $10,249-99.3% | $8,287-99.1% | $13,392-99.5% |