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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 | $82,475 | $232,540-64.5% | $185,117-55.4% | $147,586-44.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.33% | 43.03%-36.7pp | 40.50%-34.2pp | 578.59%-572.3pp |
| Employer contribution / active EE | $6,402 | $5,195+23.2% | $4,182+53.1% | $4,876+31.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $300 | $10,275-97.1% | $8,159-96.3% | $10,886-97.2% |