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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 | $28,629 | $102,663-72.1% | $86,216-66.8% | $139,466-79.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.71% | 1924.52%-1921.8pp | 1169.42%-1166.7pp | 373.66%-371.0pp |
| Employer contribution / active EE | $2,009 | $3,035-33.8% | $2,382-15.6% | $4,754-57.7% |
| Participant deferral / active EE | $5,780 | $4,677+23.6% | $3,986+45.0% | $6,712-13.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |