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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 | $100,073-24.9% | $85,126-11.8% | $145,877-48.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 84.11%-76.5pp | 66.63%-59.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $10,074 | $3,236+211.3% | $2,731+268.8% | $4,663+116.0% |
| Participant deferral / active EE | $8,419 | $5,294+59.0% | $4,523+86.1% | $6,691+25.8% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |