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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 | $100,073+28.1% | $85,126+50.6% | $145,877-12.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 84.11%-77.7pp | 66.63%-60.2pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,450 | $3,236-55.2% | $2,731-46.9% | $4,663-68.9% |
| Participant deferral / active EE | $12,666 | $5,294+139.2% | $4,523+180.0% | $6,691+89.3% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |