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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 | $42,920 | $96,678-55.6% | $86,640-50.5% | $139,466-69.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.26% | 106.69%-99.4pp | 592.52%-585.3pp | 373.66%-366.4pp |
| Employer contribution / active EE | $2,211 | $3,265-32.3% | $3,024-26.9% | $4,754-53.5% |
| Participant deferral / active EE | $10,137 | $4,837+109.6% | $4,438+128.4% | $6,712+51.0% |
| Admin fee / account holder | $54 | $6,410-99.2% | $5,616-99.0% | $11,409-99.5% |