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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 | $30,766 | $107,368-71.3% | $92,915-66.9% | $152,909-79.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.27% | 145.64%-135.4pp | 109.45%-99.2pp | 345.46%-335.2pp |
| Employer contribution / active EE | $9,454 | $4,222+123.9% | $3,653+158.8% | $4,764+98.5% |
| Participant deferral / active EE | $6,966 | $4,848+43.7% | $4,238+64.4% | $5,851+19.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |