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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 | $102,595-84.0% | $94,057-82.5% | $154,746-89.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 6.92% | 583.42%-576.5pp | 480.62%-473.7pp | 172.34%-165.4pp |
| Employer contribution / active EE | $5,443 | $3,147+72.9% | $2,933+85.6% | $4,379+24.3% |
| Participant deferral / active EE | $4,094 | $5,118-20.0% | $4,709-13.1% | $6,730-39.2% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |