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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 | $31,719 | $106,008-70.1% | $92,240-65.6% | $147,586-78.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.84% | 50.05%-41.2pp | 176.29%-167.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $6,818 | $4,333+57.3% | $3,680+85.3% | $4,876+39.8% |
| Participant deferral / active EE | $3,600 | $4,478-19.6% | $3,897-7.6% | $5,439-33.8% |
| Admin fee / account holder | $208 | $6,333-96.7% | $5,194-96.0% | $10,886-98.1% |