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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 | $66,101 | $115,810-42.9% | $101,271-34.7% | $158,966-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.06% | 56.15%-56.1pp | 46.48%-46.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $22,750 | $4,175+444.9% | $3,660+521.6% | $4,762+377.7% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |