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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 | $86,623 | $102,422-15.4% | $147,117-41.1% | $80,959+7.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.65% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,752 | $3,717-52.9% | $4,932-64.5% | $2,757-36.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22 | $7,953-99.7% | $12,993-99.8% | $6,925-99.7% |