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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 | $8,949 | $96,388-90.7% | $80,627-88.9% | $139,466-93.6% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 4.24% | 1352.08%-1347.8pp | 936.76%-932.5pp | 373.66%-369.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $90 | $6,603-98.6% | $5,381-98.3% | $11,409-99.2% |