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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 | $27,667 | $106,267-74.0% | $96,520-71.3% | $139,456-80.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.59% | 38.45%-27.9pp | 35.72%-25.1pp | 373.45%-362.9pp |
| Employer contribution / active EE | $6,559 | $4,105+59.8% | $3,739+75.4% | $4,753+38.0% |
| Participant deferral / active EE | $9,454 | $5,454+73.3% | $4,879+93.8% | $6,711+40.9% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |