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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 | $24,237 | $68,097-64.4% | $62,929-61.5% | $137,256-82.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.22% | 1859.11%-1850.9pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $5,228 | $2,811+86.0% | $2,505+108.7% | $4,156+25.8% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $294 | $6,521-95.5% | $5,065-94.2% | $12,270-97.6% |