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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 | $32,522 | $58,391-44.3% | $76,667-57.6% | $72,976-55.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 10.76% | 2306.65%-2295.9pp | 1166.74%-1156.0pp | 81.02%-70.3pp |
| Employer contribution / active EE | $13,256 | $1,787+641.9% | $2,303+475.6% | $2,440+443.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |