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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 | $18,288 | $156,963-88.3% | $121,204-84.9% | $139,466-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.90% | 1476.75%-1469.8pp | 987.18%-980.3pp | 373.66%-366.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,053 | $4,848-57.6% | $4,083-49.7% | $6,712-69.4% |
| Admin fee / account holder | $267 | $6,953-96.2% | $5,651-95.3% | $11,409-97.7% |