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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 | $44,806 | $90,486-50.5% | $78,676-43.0% | $273,972-83.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.23% | 75.62%-75.4pp | 62.19%-62.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $16,519 | $3,175+420.3% | $2,850+479.6% | $4,869+239.3% |
| Participant deferral / active EE | $15,195 | $3,901+289.5% | $3,517+332.1% | $5,287+187.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |