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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 | $92,777 | $152,619-39.2% | $125,195-25.9% | $152,909-39.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.69% | 54.85%-45.2pp | 43.79%-34.1pp | 345.46%-335.8pp |
| Employer contribution / active EE | $2,795 | $4,947-43.5% | $3,866-27.7% | $4,764-41.3% |
| Participant deferral / active EE | $14,367 | $5,869+144.8% | $4,937+191.0% | $5,851+145.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |