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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 | $207,803 | $127,273+63.3% | $109,895+89.1% | $167,518+24.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.47% | 22.97%-16.5pp | 29.46%-23.0pp | 478.71%-472.2pp |
| Employer contribution / active EE | $5,000 | $3,324+50.4% | $2,843+75.8% | $4,838+3.3% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |