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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 | $83,860 | $108,897-23.0% | $100,378-16.5% | $145,877-42.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.09% | 58.17%-48.1pp | 49.41%-39.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $14,490 | $4,420+227.8% | $3,942+267.6% | $4,663+210.8% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |