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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 | $102,541 | $157,304-34.8% | $141,197-27.4% | $152,909-32.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.60% | 64.34%-55.7pp | 71.41%-62.8pp | 345.46%-336.9pp |
| Employer contribution / active EE | $10,549 | $5,263+100.4% | $4,736+122.7% | $4,764+121.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |