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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 | $54,220 | $104,937-48.3% | $84,628-35.9% | $152,897-64.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 7.91% | 373.88%-366.0pp | 258.80%-250.9pp | 345.43%-337.5pp |
| Employer contribution / active EE | $7,934 | $3,303+140.2% | $2,653+199.1% | $4,764+66.6% |
| Participant deferral / active EE | $14,065 | $4,690+199.9% | $3,900+260.7% | $5,851+140.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |