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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 | $221,755 | $100,203+121.3% | $85,240+160.2% | $145,897+52.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.53% | 84.28%-76.8pp | 66.75%-59.2pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,140 | $3,242-64.8% | $2,735-58.3% | $4,663-75.6% |
| Participant deferral / active EE | $2,850 | $5,299-46.2% | $4,527-37.0% | $6,689-57.4% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |