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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 | $102,429-41.3% | $147,096-59.1% | $80,925-25.7% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 10.01% | 135.02%-125.0pp | 419.75%-409.7pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,168 | $3,716-68.6% | $4,936-76.3% | $2,756-57.6% |
| Participant deferral / active EE | $8,513 | $6,649+28.0% | $8,071+5.5% | $4,299+98.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |