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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 | $84,379 | $118,875-29.0% | $96,572-12.6% | $167,553-49.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.13% | 50.50%-43.4pp | 37.79%-30.7pp | 478.89%-471.8pp |
| Employer contribution / active EE | $3,902 | $3,121+25.0% | $2,357+65.5% | $4,840-19.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |