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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 | $62,404 | $107,368-41.9% | $92,915-32.8% | $152,909-59.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.90% | 145.64%-139.7pp | 109.45%-103.5pp | 345.46%-339.6pp |
| Employer contribution / active EE | $12,753 | $4,222+202.0% | $3,653+249.1% | $4,764+167.7% |
| Participant deferral / active EE | $10,248 | $4,848+111.4% | $4,238+141.8% | $5,851+75.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |