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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 | $41,665 | $96,965-57.0% | $97,995-57.5% | $147,586-71.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 9.45% | 24.11%-14.7pp | 23.94%-14.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $3,922 | $4,536-13.5% | $4,158-5.7% | $4,876-19.6% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |