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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 | $39,440 | $117,433-66.4% | $99,475-60.4% | $152,897-74.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 1.34% | 31.87%-30.5pp | 30.72%-29.4pp | 345.43%-344.1pp |
| Employer contribution / active EE | $10,523 | $3,013+249.2% | $2,540+314.3% | $4,764+120.9% |
| Participant deferral / active EE | $12,500 | $4,086+205.9% | $3,619+245.4% | $5,851+113.6% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |