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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 | $46,245 | $169,356-72.7% | $129,406-64.3% | $145,897-68.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.68% | 14418.62%-14413.9pp | 9468.18%-9463.5pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,835 | $4,987-43.1% | $4,167-32.0% | $6,689-57.6% |
| Admin fee / account holder | $55 | $9,915-99.4% | $7,689-99.3% | $13,390-99.6% |