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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 | $17,717 | $111,535-84.1% | $105,223-83.2% | $137,256-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.54% | 237.85%-230.3pp | 180.65%-173.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $2,500 | $3,939-36.5% | $3,689-32.2% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $92 | $9,721-99.1% | $8,859-99.0% | $12,270-99.2% |