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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 | $117,895-6.7% | $102,460+7.4% | $145,897-24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.74% | 31.92%-25.2pp | 29.47%-22.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $7,500 | $3,619+107.2% | $3,025+147.9% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |