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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 | $69,902 | $107,363-34.9% | $92,909-24.8% | $152,897-54.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.58% | 145.63%-138.0pp | 109.44%-101.9pp | 345.43%-337.8pp |
| Employer contribution / active EE | $4,261 | $4,222+0.9% | $3,653+16.6% | $4,764-10.5% |
| Participant deferral / active EE | $2,273 | $4,848-53.1% | $4,238-46.4% | $5,851-61.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |