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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 | $50,827 | $109,905-53.8% | $98,506-48.4% | $167,553-69.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.61% | 1960.20%-1953.6pp | 1494.92%-1488.3pp | 478.89%-472.3pp |
| Employer contribution / active EE | $5,918 | $3,226+83.5% | $2,961+99.9% | $4,840+22.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $16 | $6,760-99.8% | $5,955-99.7% | $12,316-99.9% |