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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 | $76,882 | $108,912-29.4% | $100,383-23.4% | $145,959-47.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.07% | 57.96%-49.9pp | 49.26%-41.2pp | 561.95%-553.9pp |
| Employer contribution / active EE | $65,000 | $4,423+1369.7% | $3,944+1548.2% | $4,661+1294.6% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $236 | $9,690-97.6% | $7,900-97.0% | $13,398-98.2% |