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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 | $106,670 | $183,539-41.9% | $155,556-31.4% | $145,897-26.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.06% | 61.31%-54.2pp | 64.84%-57.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,770 | $5,315-47.9% | $4,675-40.8% | $4,663-40.6% |
| Participant deferral / active EE | $7,596 | $6,467+17.5% | $5,631+34.9% | $6,689+13.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |