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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 | $59,043 | $118,875-50.3% | $96,572-38.9% | $167,553-64.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.38% | 50.50%-45.1pp | 37.79%-32.4pp | 478.89%-473.5pp |
| Employer contribution / active EE | $14,223 | $3,121+355.7% | $2,357+503.4% | $4,840+193.9% |
| Participant deferral / active EE | $15,600 | $4,617+237.9% | $3,850+305.2% | $6,343+146.0% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |