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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 | $23,391 | $166,020-85.9% | $164,866-85.8% | $145,959-84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.30% | 100.08%-95.8pp | 69.97%-65.7pp | 561.95%-557.6pp |
| Employer contribution / active EE | $6,027 | $5,275+14.3% | $4,343+38.8% | $4,661+29.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |