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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 | $48,633 | $91,037-46.6% | $71,671-32.1% | $147,586-67.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.83% | 20.48%-19.6pp | 20.65%-19.8pp | 578.59%-577.8pp |
| Employer contribution / active EE | $5,718 | $3,327+71.8% | $2,460+132.4% | $4,876+17.3% |
| Participant deferral / active EE | $4,350 | $4,498-3.3% | $3,438+26.5% | $5,439-20.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |