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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 | $40,410 | $72,446-44.2% | $67,561-40.2% | $145,877-72.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.35% | 7211.98%-7204.6pp | 3525.44%-3518.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $4,878 | $3,072+58.8% | $2,735+78.4% | $4,663+4.6% |
| Participant deferral / active EE | $15,250 | $4,785+218.7% | $4,003+281.0% | $6,691+127.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |