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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 | $156,927-88.3% | $121,169-84.9% | $139,456-86.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.90% | 1475.85%-1468.9pp | 986.71%-979.8pp | 373.45%-366.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,053 | $4,848-57.7% | $4,083-49.7% | $6,711-69.4% |
| Admin fee / account holder | $267 | $6,946-96.2% | $5,645-95.3% | $11,407-97.7% |