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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 | $65,661 | $232,540-71.8% | $185,117-64.5% | $147,586-55.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.56% | 43.03%-42.5pp | 40.50%-39.9pp | 578.59%-578.0pp |
| Employer contribution / active EE | $8,393 | $5,195+61.5% | $4,182+100.7% | $4,876+72.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $143 | $10,275-98.6% | $8,159-98.2% | $10,886-98.7% |