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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 | $44,011 | $73,518-40.1% | $63,003-30.1% | $147,585-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.36% | 175.46%-168.1pp | 87.59%-80.2pp | 578.56%-571.2pp |
| Employer contribution / active EE | $1,209 | $3,322-63.6% | $2,760-56.2% | $4,876-75.2% |
| Participant deferral / active EE | $2,418 | $4,183-42.2% | $3,329-27.4% | $5,439-55.5% |
| Admin fee / account holder | $85 | $5,952-98.6% | $3,600-97.6% | $10,885-99.2% |