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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 | $35,195 | $106,008-66.8% | $92,240-61.8% | $147,586-76.2% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 8.98% | 50.05%-41.1pp | 176.29%-167.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,367 | $4,478-24.8% | $3,897-13.6% | $5,439-38.1% |
| Admin fee / account holder | $154 | $6,333-97.6% | $5,194-97.0% | $10,886-98.6% |