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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 | $10,845 | $84,708-87.2% | $75,714-85.7% | $167,536-93.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 8.95% | 199.62%-190.7pp | 104.62%-95.7pp | 478.82%-469.9pp |
| Employer contribution / active EE | $967 | $3,231-70.1% | $2,744-64.8% | $4,839-80.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $50 | $5,358-99.1% | $3,619-98.6% | $12,315-99.6% |