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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 | $66,932 | $100,073-33.1% | $85,126-21.4% | $145,877-54.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.79% | 84.11%-76.3pp | 66.63%-58.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $9,366 | $3,236+189.4% | $2,731+242.9% | $4,663+100.9% |
| Participant deferral / active EE | $8,812 | $5,294+66.4% | $4,523+94.8% | $6,691+31.7% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |