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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 | $166,131-53.3% | $164,975-53.0% | $145,877-46.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.43% | 100.37%-94.9pp | 70.12%-64.7pp | 551.28%-545.9pp |
| Employer contribution / active EE | $12,446 | $5,276+135.9% | $4,343+186.6% | $4,663+166.9% |
| Participant deferral / active EE | $7,696 | $6,962+10.5% | $6,033+27.5% | $6,691+15.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |