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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 | $72,015 | $96,678-25.5% | $86,640-16.9% | $139,466-48.4% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 7.31% | 106.69%-99.4pp | 592.52%-585.2pp | 373.66%-366.4pp |
| Employer contribution / active EE | $2,917 | $3,265-10.7% | $3,024-3.6% | $4,754-38.6% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $61 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |