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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 | $45,263 | $70,366-35.7% | $66,674-32.1% | $138,895-67.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.17% | 386.41%-373.2pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,800 | $2,765-34.9% | $2,620-31.3% | $4,194-57.1% |
| Participant deferral / active EE | $6,933 | $4,374+58.5% | $4,084+69.8% | $6,396+8.4% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |