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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 | $71,287 | $111,785-36.2% | $93,669-23.9% | $145,877-51.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.82% | 203.79%-198.0pp | 133.59%-127.8pp | 551.28%-545.5pp |
| Employer contribution / active EE | $12,709 | $3,096+310.5% | $2,424+424.4% | $4,663+172.5% |
| Participant deferral / active EE | $6,305 | $4,919+28.2% | $4,416+42.8% | $6,691-5.8% |
| Admin fee / account holder | $149 | $10,256-98.5% | $8,291-98.2% | $13,402-98.9% |