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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 | $36,382 | $68,097-46.6% | $62,929-42.2% | $137,256-73.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.11% | 1859.11%-1850.0pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $5,207 | $2,811+85.2% | $2,505+107.9% | $4,156+25.3% |
| Participant deferral / active EE | $2,635 | $4,553-42.1% | $3,888-32.2% | $6,407-58.9% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |