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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 | $48,822 | $115,810-57.8% | $101,271-51.8% | $158,966-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.00% | 56.15%-50.2pp | 46.48%-40.5pp | 302.95%-296.9pp |
| Employer contribution / active EE | $18,399 | $4,175+340.7% | $3,660+402.7% | $4,762+286.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $296 | $7,248-95.9% | $5,948-95.0% | $11,250-97.4% |