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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 | $50,736 | $111,830-54.6% | $93,696-45.9% | $145,884-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.31% | 204.08%-196.8pp | 133.74%-126.4pp | 551.85%-544.5pp |
| Employer contribution / active EE | $600 | $3,093-80.6% | $2,422-75.2% | $4,662-87.1% |
| Participant deferral / active EE | $16,648 | $4,920+238.4% | $4,417+276.9% | $6,690+148.9% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |