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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 | $7,894 | $76,522-89.7% | $56,033-85.9% | $145,884-94.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.26% | 3014.28%-3009.0pp | 1711.38%-1706.1pp | 551.85%-546.6pp |
| Employer contribution / active EE | $3,846 | $1,382+178.2% | $1,041+269.5% | $4,662-17.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $41 | $3,328-98.8% | $2,827-98.6% | $13,392-99.7% |