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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 | $138,228 | $102,422+35.0% | $147,117-6.0% | $80,959+70.7% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 7.44% | 135.16%-127.7pp | 420.54%-413.1pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,040 | $3,717-72.0% | $4,932-78.9% | $2,757-62.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $164 | $7,953-97.9% | $12,993-98.7% | $6,925-97.6% |