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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 | $14,293 | $72,426-80.3% | $67,560-78.8% | $145,897-90.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.39% | 7226.78%-7218.4pp | 3533.50%-3525.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,525 | $4,785+78.2% | $4,004+112.9% | $6,689+27.4% |
| Admin fee / account holder | $60 | $5,514-98.9% | $3,994-98.5% | $13,390-99.6% |