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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 | $60,102 | $102,382-41.3% | $147,005-59.1% | $80,874-25.7% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 10.01% | 134.89%-124.9pp | 418.76%-408.8pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,168 | $3,715-68.6% | $4,934-76.3% | $2,756-57.6% |
| Participant deferral / active EE | $8,513 | $6,646+28.1% | $8,070+5.5% | $4,297+98.1% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |