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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 | $32,513 | $85,766-62.1% | $136,298-76.1% | $70,126-53.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.35% | 31.46%-28.1pp | 5156.27%-5152.9pp | 73.15%-69.8pp |
| Employer contribution / active EE | $13,387 | $2,966+351.3% | $4,696+185.1% | $2,343+471.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $284 | $5,421-94.8% | $9,244-96.9% | $4,645-93.9% |