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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 | $29,254 | $103,000-71.6% | $90,300-67.6% | $152,885-80.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.63% | 95.19%-86.6pp | 78.11%-69.5pp | 345.39%-336.8pp |
| Employer contribution / active EE | $7,458 | $3,138+137.6% | $2,854+161.3% | $4,763+56.6% |
| Participant deferral / active EE | $14,667 | $4,281+242.6% | $3,884+277.6% | $5,851+150.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |