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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 | $202,073 | $76,368+164.6% | $67,681+198.6% | $154,746+30.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 3.77% | 1066.77%-1063.0pp | 590.58%-586.8pp | 172.34%-168.6pp |
| Employer contribution / active EE | $7,500 | $3,151+138.0% | $2,678+180.0% | $4,379+71.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |