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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 | $20,926 | $85,171-75.4% | $172,753-87.9% | $72,976-71.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.75% | 27.32%-22.6pp | 803.00%-798.3pp | 81.02%-76.3pp |
| Employer contribution / active EE | $3,592 | $3,324+8.1% | $5,144-30.2% | $2,440+47.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |