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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 | $22,800 | $169,356-86.5% | $129,406-82.4% | $145,897-84.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.14% | 14418.62%-14415.5pp | 9468.18%-9465.0pp | 552.29%-549.1pp |
| Employer contribution / active EE | $1,912 | $5,542-65.5% | $4,155-54.0% | $4,663-59.0% |
| Participant deferral / active EE | $10,167 | $4,987+103.9% | $4,167+144.0% | $6,689+52.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |