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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 | $46,985 | $102,696-54.2% | $86,235-45.5% | $139,487-66.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.16% | 1925.91%-1917.7pp | 1170.03%-1161.9pp | 373.84%-365.7pp |
| Employer contribution / active EE | $1,252 | $3,034-58.7% | $2,381-47.4% | $4,755-73.7% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $60 | $8,667-99.3% | $6,856-99.1% | $11,407-99.5% |