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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 | $73,769 | $99,652-26.0% | $78,778-6.4% | $147,586-50.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.77% | 47.28%-46.5pp | 35.62%-34.8pp | 578.59%-577.8pp |
| Employer contribution / active EE | $11,801 | $2,796+322.1% | $1,986+494.3% | $4,876+142.0% |
| Participant deferral / active EE | $6,857 | $3,664+87.2% | $2,958+131.8% | $5,439+26.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |