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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 | $22,012 | $176,688-87.5% | $130,660-83.2% | $152,885-85.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 5.92% | 2693.08%-2687.2pp | 1709.29%-1703.4pp | 345.39%-339.5pp |
| Employer contribution / active EE | $7,486 | $5,743+30.3% | $4,092+82.9% | $4,763+57.2% |
| Participant deferral / active EE | $7,327 | $4,362+68.0% | $3,603+103.3% | $5,851+25.2% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |