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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 | $21,933 | $114,119-80.8% | $107,187-79.5% | $138,895-84.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.19% | 273.21%-273.0pp | 204.55%-204.4pp | 145.39%-145.2pp |
| Employer contribution / active EE | $7,002 | $4,059+72.5% | $3,782+85.1% | $4,194+66.9% |
| Participant deferral / active EE | $12,060 | $5,538+117.8% | $5,096+136.6% | $6,396+88.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |