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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 | $72,153 | $154,754-53.4% | $124,206-41.9% | $138,895-48.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 9.22% | 709.28%-700.1pp | 515.27%-506.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $10,417 | $4,446+134.3% | $3,540+194.3% | $4,194+148.4% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $52 | $6,690-99.2% | $5,929-99.1% | $12,562-99.6% |