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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 | $101,524 | $166,268-38.9% | $165,100-38.5% | $145,897-30.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.5pp |
| Employer contribution / active EE | $7,500 | $5,284+41.9% | $4,348+72.5% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |