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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 | $21,689 | $73,546-70.5% | $63,018-65.6% | $147,586-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.71% | 175.56%-170.8pp | 87.62%-82.9pp | 578.59%-573.9pp |
| Employer contribution / active EE | $2,432 | $3,324-26.8% | $2,761-11.9% | $4,876-50.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15 | $5,956-99.8% | $3,601-99.6% | $10,886-99.9% |