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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 | $21,385 | $106,005-79.8% | $92,239-76.8% | $147,585-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.67% | 50.05%-44.4pp | 176.29%-170.6pp | 578.58%-572.9pp |
| Employer contribution / active EE | $8,868 | $4,333+104.6% | $3,680+141.0% | $4,876+81.8% |
| Participant deferral / active EE | $3,724 | $4,478-16.8% | $3,897-4.4% | $5,439-31.5% |
| Admin fee / account holder | $69 | $6,333-98.9% | $5,194-98.7% | $10,886-99.4% |