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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 | $80,636 | $166,268-51.5% | $165,100-51.2% | $145,897-44.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.75% | 100.52%-93.8pp | 70.21%-63.5pp | 552.29%-545.5pp |
| Employer contribution / active EE | $3,667 | $5,284-30.6% | $4,348-15.7% | $4,663-21.4% |
| Participant deferral / active EE | $21,083 | $6,964+202.7% | $6,035+249.3% | $6,689+215.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |