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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 | $20,326 | $160,070-87.3% | $147,117-86.2% | $145,897-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.87% | 98.69%-93.8pp | 420.54%-415.7pp | 552.29%-547.4pp |
| Employer contribution / active EE | $2,815 | $5,285-46.7% | $4,932-42.9% | $4,663-39.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $161 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |