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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 | $25,083 | $118,877-78.9% | $96,570-74.0% | $167,536-85.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.58% | 50.50%-42.9pp | 37.79%-30.2pp | 478.82%-471.2pp |
| Employer contribution / active EE | $3,180 | $3,121+1.9% | $2,357+34.9% | $4,839-34.3% |
| Participant deferral / active EE | $12,191 | $4,617+164.1% | $3,849+216.7% | $6,342+92.2% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |