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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 | $18,295 | $96,678-81.1% | $86,640-78.9% | $139,466-86.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 8.47% | 106.69%-98.2pp | 592.52%-584.0pp | 373.66%-365.2pp |
| Employer contribution / active EE | $5,042 | $3,265+54.4% | $3,024+66.7% | $4,754+6.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |