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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 | $15,265 | $114,130-86.6% | $96,192-84.1% | $167,553-90.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.82% | 190.07%-189.2pp | 192.09%-191.3pp | 478.89%-478.1pp |
| Employer contribution / active EE | $3,000 | $3,431-12.6% | $2,799+7.2% | $4,840-38.0% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |