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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 | $39,290 | $49,897-21.3% | $80,648-51.3% | $75,177-47.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 11.48% | 34.68%-23.2pp | 937.21%-925.7pp | 160.75%-149.3pp |
| Employer contribution / active EE | $2,644 | $1,699+55.6% | $2,724-2.9% | $2,671-1.0% |
| Participant deferral / active EE | $5,912 | $2,992+97.6% | $4,443+33.0% | $4,126+43.3% |
| Admin fee / account holder | $204 | $3,579-94.3% | $5,382-96.2% | $5,651-96.4% |