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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 | $28,013 | $104,709-73.2% | $85,705-67.3% | $167,553-83.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $5,950 | $3,338+78.2% | $2,619+127.2% | $4,840+22.9% |
| Participant deferral / active EE | $17,333 | $4,827+259.1% | $3,924+341.7% | $6,343+173.3% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |