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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 | $64,750 | $102,595-36.9% | $94,057-31.2% | $154,746-58.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.42% | 583.42%-574.0pp | 480.62%-471.2pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,466 | $3,147-21.6% | $2,933-15.9% | $4,379-43.7% |
| Participant deferral / active EE | $3,833 | $5,118-25.1% | $4,709-18.6% | $6,730-43.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |