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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 | $45,055 | $81,763-44.9% | $58,561-23.1% | $139,466-67.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 4.37% | 7427.77%-7423.4pp | 4251.33%-4247.0pp | 373.66%-369.3pp |
| Employer contribution / active EE | $3,876 | $1,398+177.2% | $1,053+268.0% | $4,754-18.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |