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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 | $125,237-77.0% | $105,608-72.7% | $145,877-80.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.24% | 225.76%-218.5pp | 116.50%-109.3pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,413 | $3,720-62.0% | $3,167-55.4% | $4,663-69.7% |
| Participant deferral / active EE | $4,603 | $5,711-19.4% | $5,010-8.1% | $6,691-31.2% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |