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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 | $20,162 | $83,337-75.8% | $67,834-70.3% | $273,972-92.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.05% | 259.45%-257.4pp | 138.47%-136.4pp | 41.46%-39.4pp |
| Employer contribution / active EE | $5,587 | $3,287+70.0% | $2,403+132.5% | $4,869+14.7% |
| Participant deferral / active EE | $3,600 | $4,088-11.9% | $3,160+13.9% | $5,287-31.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |