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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 | $88,625 | $103,000-14.0% | $90,300-1.9% | $152,885-42.0% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.5%-6.0pp |
| Annual return | 7.90% | 95.19%-87.3pp | 78.11%-70.2pp | 345.39%-337.5pp |
| Employer contribution / active EE | $8,899 | $3,138+183.5% | $2,854+211.8% | $4,763+86.8% |
| Participant deferral / active EE | $8,899 | $4,281+107.9% | $3,884+129.1% | $5,851+52.1% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |