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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 | $65,474 | $69,274-5.5% | $64,097+2.1% | $139,487-53.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 46.00%-36.1pp | 33.75%-23.9pp | 373.84%-364.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,117 | $4,685+9.2% | $3,881+31.8% | $6,713-23.8% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |