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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 | $50,253 | $104,924-52.1% | $84,623-40.6% | $152,885-67.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.05% | 373.82%-364.8pp | 258.77%-249.7pp | 345.39%-336.3pp |
| Employer contribution / active EE | $3,667 | $3,302+11.0% | $2,652+38.2% | $4,763-23.0% |
| Participant deferral / active EE | $8,333 | $4,689+77.7% | $3,899+113.7% | $5,851+42.4% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |