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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 | $128,219 | $100,203+28.0% | $85,240+50.4% | $145,897-12.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 84.28%-77.9pp | 66.75%-60.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,450 | $3,242-55.3% | $2,735-47.0% | $4,663-68.9% |
| Participant deferral / active EE | $12,666 | $5,299+139.1% | $4,527+179.8% | $6,689+89.4% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |