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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 | $43,885 | $106,008-58.6% | $92,240-52.4% | $147,586-70.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.41% | 50.05%-43.6pp | 176.29%-169.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $1,606 | $4,333-62.9% | $3,680-56.3% | $4,876-67.1% |
| Participant deferral / active EE | $22,667 | $4,478+406.1% | $3,897+481.6% | $5,439+316.8% |
| Admin fee / account holder | $23 | $6,333-99.6% | $5,194-99.6% | $10,886-99.8% |