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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 | $7,010 | $96,678-92.7% | $86,640-91.9% | $139,466-95.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 10.60% | 106.69%-96.1pp | 592.52%-581.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $1,227 | $3,265-62.4% | $3,024-59.4% | $4,754-74.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $92 | $6,410-98.6% | $5,616-98.4% | $11,409-99.2% |