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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 | $29,613 | $99,652-70.3% | $78,778-62.4% | $147,586-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.12% | 47.28%-47.2pp | 35.62%-35.5pp | 578.59%-578.5pp |
| Employer contribution / active EE | $2,400 | $2,796-14.2% | $1,986+20.9% | $4,876-50.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52 | $7,155-99.3% | $5,134-99.0% | $10,886-99.5% |