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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 | $108,922-29.4% | $100,398-23.4% | $145,978-47.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.07% | 58.04%-50.0pp | 49.32%-41.3pp | 550.52%-542.4pp |
| Employer contribution / active EE | $65,000 | $4,426+1368.7% | $3,946+1547.3% | $4,662+1294.3% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $236 | $9,680-97.6% | $7,893-97.0% | $13,400-98.2% |