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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 | $61,187 | $111,814-45.3% | $93,654-34.7% | $145,959-58.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.69% | 203.30%-195.6pp | 133.34%-125.6pp | 561.95%-554.3pp |
| Employer contribution / active EE | $13,961 | $3,092+351.6% | $2,421+476.7% | $4,661+199.5% |
| Participant deferral / active EE | $7,272 | $4,914+48.0% | $4,413+64.8% | $6,689+8.7% |
| Admin fee / account holder | $18 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |