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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 | $28,862 | $125,190-76.9% | $105,624-72.7% | $145,897-80.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.24% | 225.22%-218.0pp | 116.20%-109.0pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,413 | $3,720-62.0% | $3,168-55.4% | $4,663-69.7% |
| Participant deferral / active EE | $4,603 | $5,716-19.5% | $5,013-8.2% | $6,689-31.2% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |