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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 | $39,459 | $176,402-77.6% | $134,162-70.6% | $158,982-75.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.09% | 63.66%-63.6pp | 36.35%-36.3pp | 302.99%-302.9pp |
| Employer contribution / active EE | $18,062 | $5,042+258.2% | $3,705+387.5% | $4,763+279.2% |
| Participant deferral / active EE | $6,500 | $4,093+58.8% | $3,500+85.7% | $5,983+8.6% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |