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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 | $108,922-64.4% | $100,398-61.4% | $145,978-73.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 58.04%-48.0pp | 49.32%-39.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,244 | $4,426-49.3% | $3,946-43.1% | $4,662-51.9% |
| Participant deferral / active EE | $7,661 | $8,450-9.3% | $8,084-5.2% | $6,690+14.5% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |