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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 | $33,075 | $105,158-68.5% | $94,672-65.1% | $139,487-76.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.21% | 38.11%-28.9pp | 156.89%-147.7pp | 373.84%-364.6pp |
| Employer contribution / active EE | $24,335 | $4,107+492.5% | $3,673+562.5% | $4,755+411.8% |
| Participant deferral / active EE | $17,500 | $7,599+130.3% | $7,417+135.9% | $6,713+160.7% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |