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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 | $12,620 | $73,546-82.8% | $63,018-80.0% | $147,586-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.56% | 175.56%-167.0pp | 87.62%-79.1pp | 578.59%-570.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,753 | $4,185-34.2% | $3,330-17.3% | $5,439-49.4% |
| Admin fee / account holder | $55 | $5,956-99.1% | $3,601-98.5% | $10,886-99.5% |