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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 | $73,546-40.2% | $63,018-30.2% | $147,586-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.36% | 175.56%-168.2pp | 87.62%-80.3pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,209 | $3,324-63.6% | $2,761-56.2% | $4,876-75.2% |
| Participant deferral / active EE | $2,418 | $4,185-42.2% | $3,330-27.4% | $5,439-55.5% |
| Admin fee / account holder | $85 | $5,956-98.6% | $3,601-97.6% | $10,886-99.2% |