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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 | $27,979 | $152,612-81.7% | $125,192-77.7% | $152,897-81.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.11% | 54.85%-54.7pp | 43.79%-43.7pp | 345.43%-345.3pp |
| Employer contribution / active EE | $5,355 | $4,947+8.2% | $3,866+38.5% | $4,764+12.4% |
| Participant deferral / active EE | $7,123 | $5,868+21.4% | $4,937+44.3% | $5,851+21.7% |
| Admin fee / account holder | $52 | $13,437-99.6% | $9,704-99.5% | $11,599-99.5% |