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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 | $70,951 | $105,160-32.5% | $94,679-25.1% | $139,456-49.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 6.70% | 38.04%-31.3pp | 156.75%-150.1pp | 373.45%-366.8pp |
| Employer contribution / active EE | $43,956 | $4,107+970.4% | $3,673+1096.8% | $4,753+824.9% |
| Participant deferral / active EE | $22,500 | $7,599+196.1% | $7,417+203.3% | $6,711+235.3% |
| Admin fee / account holder | $172 | $8,988-98.1% | $7,233-97.6% | $11,407-98.5% |