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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 | $102,382-43.7% | $147,005-60.8% | $80,874-28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.71% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $5,243 | $3,715+41.1% | $4,934+6.3% | $2,756+90.3% |
| Participant deferral / active EE | $6,169 | $6,646-7.2% | $8,070-23.6% | $4,297+43.6% |
| Admin fee / account holder | $29 | $7,942-99.6% | $13,006-99.8% | $6,935-99.6% |