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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 | $17,023 | $111,785-84.8% | $93,669-81.8% | $145,877-88.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.65% | 203.79%-196.1pp | 133.59%-125.9pp | 551.28%-543.6pp |
| Employer contribution / active EE | $5,379 | $3,096+73.7% | $2,424+121.9% | $4,663+15.4% |
| Participant deferral / active EE | $6,358 | $4,919+29.3% | $4,416+44.0% | $6,691-5.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |