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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 | $98,136 | $69,274+41.7% | $64,097+53.1% | $139,487-29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.27% | 46.00%-39.7pp | 33.75%-27.5pp | 373.84%-367.6pp |
| Employer contribution / active EE | $5,895 | $3,187+85.0% | $2,750+114.4% | $4,755+24.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |