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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 | $27,319 | $83,337-67.2% | $67,834-59.7% | $273,972-90.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.14% | 259.45%-257.3pp | 138.47%-136.3pp | 41.46%-39.3pp |
| Employer contribution / active EE | $5,360 | $3,287+63.1% | $2,403+123.0% | $4,869+10.1% |
| Participant deferral / active EE | $6,640 | $4,088+62.4% | $3,160+110.1% | $5,287+25.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |