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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 | $16,719 | $99,011-83.1% | $86,582-80.7% | $147,586-88.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.10% | 1312.75%-1305.7pp | 965.08%-958.0pp | 578.59%-571.5pp |
| Employer contribution / active EE | $5,696 | $3,132+81.8% | $2,839+100.6% | $4,876+16.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |