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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 | $60,732 | $106,280-42.9% | $96,538-37.1% | $139,487-56.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.22% | 38.48%-30.3pp | 35.74%-27.5pp | 373.84%-365.6pp |
| Employer contribution / active EE | $7,199 | $4,107+75.3% | $3,740+92.5% | $4,755+51.4% |
| Participant deferral / active EE | $24,000 | $5,457+339.8% | $4,880+391.8% | $6,713+257.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |