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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 | $30,679 | $104,694-70.7% | $85,709-64.2% | $167,536-81.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 5.30% | 21.45%-16.2pp | 21.49%-16.2pp | 478.82%-473.5pp |
| Employer contribution / active EE | $6,500 | $3,337+94.8% | $2,619+148.2% | $4,839+34.3% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |