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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 | $81,680 | $154,209-47.0% | $130,062-37.2% | $139,487-41.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.97% | 32.52%-27.6pp | -137.37%+142.3pp | 373.84%-368.9pp |
| Employer contribution / active EE | $11,469 | $5,292+116.7% | $4,322+165.3% | $4,755+141.2% |
| Participant deferral / active EE | $10,250 | $6,709+52.8% | $5,821+76.1% | $6,713+52.7% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |