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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 | $92,543 | $105,198-12.0% | $159,455-42.0% | $85,856+7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.20% | 45.08%-33.9pp | 263.63%-252.4pp | 318.58%-307.4pp |
| Employer contribution / active EE | $7,030 | $3,319+111.8% | $4,830+45.6% | $2,565+174.1% |
| Participant deferral / active EE | $3,160 | $5,946-46.9% | $7,353-57.0% | $3,952-20.0% |
| Admin fee / account holder | $20 | $6,934-99.7% | $10,800-99.8% | $6,261-99.7% |