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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 | $63,612 | $154,145-58.7% | $130,014-51.1% | $139,427-54.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 32.49%-23.1pp | -137.22%+146.6pp | 373.27%-363.9pp |
| Employer contribution / active EE | $10,129 | $5,290+91.5% | $4,320+134.4% | $4,752+113.2% |
| Participant deferral / active EE | $2,081 | $6,711-69.0% | $5,821-64.3% | $6,711-69.0% |
| Admin fee / account holder | $227 | $14,009-98.4% | $10,616-97.9% | $11,404-98.0% |