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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 | $101,246 | $226,135-55.2% | $182,558-44.5% | $152,909-33.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.72% | 192.60%-184.9pp | 148.59%-140.9pp | 345.46%-337.7pp |
| Employer contribution / active EE | $18,373 | $4,979+269.0% | $4,076+350.7% | $4,764+285.7% |
| Participant deferral / active EE | $2,000 | $6,371-68.6% | $5,526-63.8% | $5,851-65.8% |
| Admin fee / account holder | $20 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |