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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 | $16,464 | $70,366-76.6% | $66,674-75.3% | $138,895-88.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 6.92% | 386.41%-379.5pp | 321.24%-314.3pp | 145.39%-138.5pp |
| Employer contribution / active EE | $5,443 | $2,765+96.8% | $2,620+107.7% | $4,194+29.8% |
| Participant deferral / active EE | $4,094 | $4,374-6.4% | $4,084+0.2% | $6,396-36.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |