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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 | $141,821 | $108,942+30.2% | $100,415+41.2% | $145,897-2.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.34% | 58.27%-49.9pp | 49.47%-41.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $7,500 | $4,422+69.6% | $3,943+90.2% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |