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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 | $102,422-41.3% | $147,117-59.1% | $80,959-25.8% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 10.01% | 135.16%-125.2pp | 420.54%-410.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,168 | $3,717-68.6% | $4,932-76.3% | $2,757-57.6% |
| Participant deferral / active EE | $8,513 | $6,652+28.0% | $8,065+5.6% | $4,300+98.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |