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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 | $38,087 | $85,766-55.6% | $136,298-72.1% | $70,126-45.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.42% | 31.46%-24.0pp | 5156.27%-5148.8pp | 73.15%-65.7pp |
| Employer contribution / active EE | $4,738 | $2,966+59.7% | $4,696+0.9% | $2,343+102.3% |
| Participant deferral / active EE | $6,083 | $5,051+20.4% | $6,247-2.6% | $3,332+82.6% |
| Admin fee / account holder | $161 | $5,421-97.0% | $9,244-98.3% | $4,645-96.5% |