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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 | $62,000 | $106,008-41.5% | $92,240-32.8% | $147,586-58.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.71% | 50.05%-40.3pp | 176.29%-166.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,718 | $4,333-37.3% | $3,680-26.1% | $4,876-44.3% |
| Participant deferral / active EE | $6,276 | $4,478+40.1% | $3,897+61.0% | $5,439+15.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |