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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 | $52,893 | $169,356-68.8% | $129,406-59.1% | $145,897-63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.58% | 14418.62%-14411.0pp | 9468.18%-9460.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,823 | $5,542-67.1% | $4,155-56.1% | $4,663-60.9% |
| Participant deferral / active EE | $11,360 | $4,987+127.8% | $4,167+172.6% | $6,689+69.8% |
| Admin fee / account holder | $52 | $9,915-99.5% | $7,689-99.3% | $13,390-99.6% |