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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 | $24,032 | $99,652-75.9% | $78,778-69.5% | $147,586-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.98% | 47.28%-41.3pp | 35.62%-29.6pp | 578.59%-572.6pp |
| Employer contribution / active EE | $10,000 | $2,796+257.7% | $1,986+403.6% | $4,876+105.1% |
| Participant deferral / active EE | $3,383 | $3,664-7.7% | $2,958+14.4% | $5,439-37.8% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |