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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 | $57,332 | $124,330-53.9% | $109,173-47.5% | $167,536-65.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.05% | 26.04%-18.0pp | 25.75%-17.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $3,724 | $4,209-11.5% | $3,7230% | $4,839-23.0% |
| Participant deferral / active EE | $23,833 | $5,256+353.4% | $4,654+412.1% | $6,342+275.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |