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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 | $54,670 | $165,939-67.1% | $122,354-55.3% | $147,586-63.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 4.95% | 34.56%-29.6pp | 30.28%-25.3pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,197 | $5,754-79.2% | $4,051-70.5% | $4,876-75.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |