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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 | $75,109 | $100,203-25.0% | $85,240-11.9% | $145,897-48.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 84.28%-76.6pp | 66.75%-59.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $10,074 | $3,242+210.8% | $2,735+268.3% | $4,663+116.1% |
| Participant deferral / active EE | $8,419 | $5,299+58.9% | $4,527+86.0% | $6,689+25.9% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |