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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 | $32,877 | $85,171-61.4% | $172,752-81.0% | $72,975-54.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.48% | 27.32%-11.8pp | 802.97%-787.5pp | 81.01%-65.5pp |
| Employer contribution / active EE | $1,749 | $3,324-47.4% | $5,144-66.0% | $2,440-28.3% |
| Participant deferral / active EE | $3,319 | $3,260+1.8% | $5,198-36.2% | $3,608-8.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |