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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 | $57,636 | $102,422-43.7% | $147,117-60.8% | $80,959-28.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.71% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $5,243 | $3,717+41.0% | $4,932+6.3% | $2,757+90.2% |
| Participant deferral / active EE | $6,169 | $6,652-7.3% | $8,065-23.5% | $4,300+43.4% |
| Admin fee / account holder | $29 | $7,953-99.6% | $12,993-99.8% | $6,925-99.6% |