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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 | $52,609 | $106,280-50.5% | $96,538-45.5% | $139,487-62.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.24% | 38.48%-35.2pp | 35.74%-32.5pp | 373.84%-370.6pp |
| Employer contribution / active EE | $8,586 | $4,107+109.1% | $3,740+129.6% | $4,755+80.6% |
| Participant deferral / active EE | $12,850 | $5,457+135.5% | $4,880+163.3% | $6,713+91.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |