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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 | $109,999 | $117,829-6.6% | $102,423+7.4% | $145,877-24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 31.83%-25.1pp | 29.42%-22.7pp | 551.28%-544.5pp |
| Employer contribution / active EE | $7,500 | $3,615+107.5% | $3,023+148.1% | $4,663+60.8% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |