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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 | $8,868 | $72,403-87.8% | $67,524-86.9% | $145,978-93.9% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 8.30% | 7197.23%-7188.9pp | 3519.41%-3511.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $730 | $3,072-76.2% | $2,734-73.3% | $4,662-84.3% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |