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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 | $94,249 | $103,038-8.5% | $90,324+4.3% | $152,909-38.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.51% | 95.25%-89.7pp | 78.15%-72.6pp | 345.46%-340.0pp |
| Employer contribution / active EE | $9,955 | $3,141+217.0% | $2,856+248.6% | $4,764+109.0% |
| Participant deferral / active EE | $6,325 | $4,282+47.7% | $3,885+62.8% | $5,851+8.1% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |