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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 | $36,135 | $106,008-65.9% | $92,240-60.8% | $147,586-75.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 0.47% | 50.05%-49.6pp | 176.29%-175.8pp | 578.59%-578.1pp |
| Employer contribution / active EE | $1,086 | $4,333-74.9% | $3,680-70.5% | $4,876-77.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |