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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 | $38,744 | $85,766-54.8% | $136,298-71.6% | $70,126-44.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.16% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,898 | $2,966-36.0% | $4,696-59.6% | $2,343-19.0% |
| Participant deferral / active EE | $4,840 | $5,051-4.2% | $6,247-22.5% | $3,332+45.3% |
| Admin fee / account holder | $19 | $5,421-99.7% | $9,244-99.8% | $4,645-99.6% |