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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 | $63,230 | $99,652-36.5% | $78,778-19.7% | $147,586-57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.77% | 47.28%-40.5pp | 35.62%-28.9pp | 578.59%-571.8pp |
| Employer contribution / active EE | $7,200 | $2,796+157.5% | $1,986+262.6% | $4,876+47.7% |
| Participant deferral / active EE | $24,000 | $3,664+555.1% | $2,958+711.3% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |