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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 | $28,811 | $85,766-66.4% | $136,298-78.9% | $70,126-58.9% |
| Participation rate | 98.2% | 74.2%+24.0pp | 81.9%+16.3pp | 69.5%+28.6pp |
| Annual return | 0.46% | 31.46%-31.0pp | 5156.27%-5155.8pp | 73.15%-72.7pp |
| Employer contribution / active EE | $7,273 | $2,966+145.2% | $4,696+54.9% | $2,343+210.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |