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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 | $70,529 | $227,633-69.0% | $189,597-62.8% | $167,553-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.81% | 78.45%-76.6pp | 64.20%-62.4pp | 478.89%-477.1pp |
| Employer contribution / active EE | $1,660 | $5,317-68.8% | $4,412-62.4% | $4,840-65.7% |
| Participant deferral / active EE | $9,975 | $7,003+42.4% | $6,174+61.6% | $6,343+57.3% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |