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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 | $17,811 | $156,970-88.7% | $121,210-85.3% | $139,487-87.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.59% | 1477.10%-1468.5pp | 987.41%-978.8pp | 373.84%-365.3pp |
| Employer contribution / active EE | $9,700 | $5,546+74.9% | $4,171+132.6% | $4,755+104.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |