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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 | $44,502 | $104,709-57.5% | $85,705-48.1% | $167,553-73.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.33% | 21.45%-13.1pp | 21.49%-13.2pp | 478.89%-470.6pp |
| Employer contribution / active EE | $10,935 | $3,338+227.6% | $2,619+317.5% | $4,840+125.9% |
| Participant deferral / active EE | $5,107 | $4,827+5.8% | $3,924+30.2% | $6,343-19.5% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |