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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 | $158,492 | $84,741+87.0% | $75,731+109.3% | $167,553-5.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.17% | 199.72%-190.6pp | 104.65%-95.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $2,315 | $3,230-28.3% | $2,743-15.6% | $4,840-52.2% |
| Participant deferral / active EE | $9,840 | $4,577+115.0% | $3,820+157.6% | $6,343+55.1% |
| Admin fee / account holder | $20 | $5,361-99.6% | $3,620-99.5% | $12,316-99.8% |