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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 | $31,334 | $114,047-72.5% | $96,144-67.4% | $167,497-81.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 3.26% | 189.89%-186.6pp | 191.96%-188.7pp | 478.62%-475.4pp |
| Employer contribution / active EE | $6,086 | $3,427+77.6% | $2,797+117.6% | $4,838+25.8% |
| Participant deferral / active EE | $3,610 | $5,194-30.5% | $4,349-17.0% | $6,341-43.1% |
| Admin fee / account holder | $200 | $6,897-97.1% | $5,537-96.4% | $12,310-98.4% |