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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 | $151,298 | $85,171+77.6% | $172,752-12.4% | $72,975+107.3% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 7.30% | 27.32%-20.0pp | 802.97%-795.7pp | 81.01%-73.7pp |
| Employer contribution / active EE | $7,373 | $3,324+121.8% | $5,144+43.3% | $2,440+202.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |