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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 | $61,010 | $106,918-42.9% | $84,021-27.4% | $152,897-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 6.91% | 105.01%-98.1pp | 71.32%-64.4pp | 345.43%-338.5pp |
| Employer contribution / active EE | $11,628 | $2,735+325.1% | $1,984+486.2% | $4,764+144.1% |
| Participant deferral / active EE | $10,815 | $4,012+169.6% | $3,239+233.9% | $5,851+84.8% |
| Admin fee / account holder | $5 | $8,288-99.9% | $6,102-99.9% | $11,599-100.0% |