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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 | $42,934 | $85,766-49.9% | $136,298-68.5% | $70,126-38.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.96% | 31.46%-21.5pp | 5156.27%-5146.3pp | 73.15%-63.2pp |
| Employer contribution / active EE | $13,333 | $2,966+349.5% | $4,696+184.0% | $2,343+469.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $149 | $5,421-97.2% | $9,244-98.4% | $4,645-96.8% |