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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 | $38,427 | $110,337-65.2% | $102,383-62.5% | $145,877-73.7% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,650 | $4,216-60.9% | $3,870-57.4% | $4,663-64.6% |
| Participant deferral / active EE | $5,783 | $5,621+2.9% | $5,060+14.3% | $6,691-13.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |