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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 | $21,616 | $176,402-87.7% | $134,162-83.9% | $158,966-86.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.01% | 63.66%-63.6pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,625 | $5,042-67.8% | $3,705-56.1% | $4,762-65.9% |
| Participant deferral / active EE | $9,500 | $4,093+132.1% | $3,500+171.5% | $5,983+58.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |