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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 | $111,785-54.6% | $93,669-45.8% | $145,877-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.31% | 203.79%-196.5pp | 133.59%-126.3pp | 551.28%-544.0pp |
| Employer contribution / active EE | $600 | $3,096-80.6% | $2,424-75.3% | $4,663-87.1% |
| Participant deferral / active EE | $16,648 | $4,919+238.5% | $4,416+277.0% | $6,691+148.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |