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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 | $28,057 | $98,240-71.4% | $82,312-65.9% | $147,586-81.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.42% | 30.85%-25.4pp | 25.88%-20.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $5,897 | $3,192+84.8% | $2,428+142.8% | $4,876+20.9% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |