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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 | $41,845 | $176,402-76.3% | $134,162-68.8% | $158,966-73.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.14% | 63.66%-63.5pp | 36.35%-36.2pp | 302.95%-302.8pp |
| Employer contribution / active EE | $11,514 | $5,042+128.4% | $3,705+210.8% | $4,762+141.8% |
| Participant deferral / active EE | $9,750 | $4,093+138.2% | $3,500+178.6% | $5,983+63.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |