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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 | $66,554 | $89,370-25.5% | $141,197-52.9% | $72,976-8.8% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.2pp |
| Annual return | 7.19% | 111.88%-104.7pp | 71.41%-64.2pp | 81.02%-73.8pp |
| Employer contribution / active EE | $632 | $3,115-79.7% | $4,736-86.7% | $2,440-74.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |