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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 | $89,463 | $118,877-24.7% | $96,570-7.4% | $167,536-46.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.23% | 50.50%-44.3pp | 37.79%-31.6pp | 478.82%-472.6pp |
| Employer contribution / active EE | $3,528 | $3,121+13.0% | $2,357+49.7% | $4,839-27.1% |
| Participant deferral / active EE | $9,750 | $4,617+111.2% | $3,849+153.3% | $6,342+53.7% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |