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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 | $54,955 | $100,060-45.1% | $149,721-63.3% | $70,126-21.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 11.81% | 27.46%-15.6pp | 1501.67%-1489.9pp | 73.15%-61.3pp |
| Employer contribution / active EE | $3,902 | $3,661+6.6% | $5,444-28.3% | $2,343+66.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |