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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 | $49,619 | $100,060-50.4% | $149,721-66.9% | $70,126-29.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 5.70% | 27.46%-21.8pp | 1501.67%-1496.0pp | 73.15%-67.4pp |
| Employer contribution / active EE | $2,787 | $3,661-23.9% | $5,444-48.8% | $2,343+19.0% |
| Participant deferral / active EE | $2,787 | $4,982-44.0% | $6,568-57.6% | $3,332-16.3% |
| Admin fee / account holder | $49 | $8,285-99.4% | $11,282-99.6% | $4,645-98.9% |