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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 | $88,232 | $102,595-14.0% | $94,057-6.2% | $154,746-43.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.09% | 583.42%-576.3pp | 480.62%-473.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $524 | $3,147-83.4% | $2,933-82.1% | $4,379-88.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |