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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 | $53,400 | $72,403-26.2% | $67,524-20.9% | $145,978-63.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.01% | 7197.23%-7191.2pp | 3519.41%-3513.4pp | 550.52%-544.5pp |
| Employer contribution / active EE | $13,126 | $3,072+327.3% | $2,734+380.1% | $4,662+181.6% |
| Participant deferral / active EE | $23,100 | $4,782+383.0% | $4,001+477.3% | $6,690+245.3% |
| Admin fee / account holder | $180 | $5,541-96.7% | $4,001-95.5% | $13,400-98.7% |