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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 | $17,758 | $211,239-91.6% | $178,528-90.1% | $145,877-87.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.70% | 30.22%-28.5pp | 27.11%-25.4pp | 551.28%-549.6pp |
| Employer contribution / active EE | $3,500 | $4,570-23.4% | $3,950-11.4% | $4,663-24.9% |
| Participant deferral / active EE | $11,915 | $6,963+71.1% | $6,278+89.8% | $6,691+78.1% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |