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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 | $77,582 | $166,242-53.3% | $165,071-53.0% | $145,884-46.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.43% | 100.44%-95.0pp | 70.17%-64.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $12,446 | $5,283+135.6% | $4,347+186.3% | $4,662+166.9% |
| Participant deferral / active EE | $7,696 | $6,964+10.5% | $6,035+27.5% | $6,690+15.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |