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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 | $37,974 | $96,691-60.7% | $86,656-56.2% | $139,487-72.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.05% | 106.87%-99.8pp | 593.09%-586.0pp | 373.84%-366.8pp |
| Employer contribution / active EE | $2,049 | $3,267-37.3% | $3,025-32.3% | $4,755-56.9% |
| Participant deferral / active EE | $2,553 | $4,838-47.2% | $4,439-42.5% | $6,713-62.0% |
| Admin fee / account holder | $161 | $6,414-97.5% | $5,619-97.1% | $11,407-98.6% |