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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 | $38,765 | $108,911-64.4% | $100,392-61.4% | $145,884-73.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 58.23%-48.2pp | 49.45%-39.5pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,244 | $4,420-49.2% | $3,941-43.1% | $4,662-51.9% |
| Participant deferral / active EE | $7,661 | $8,459-9.4% | $8,090-5.3% | $6,690+14.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |