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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 | $43,691 | $88,815-50.8% | $81,882-46.6% | $145,897-70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.85% | 1033.75%-1027.9pp | 779.47%-773.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $6,667 | $3,086+116.0% | $2,916+128.6% | $4,663+43.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $88 | $8,434-99.0% | $7,360-98.8% | $13,390-99.3% |