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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 | $62,495 | $109,967-43.2% | $97,197-35.7% | $145,877-57.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.00% | 244.27%-237.3pp | 75.47%-68.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $8,700 | $3,077+182.8% | $2,723+219.5% | $4,663+86.6% |
| Participant deferral / active EE | $26,750 | $4,676+472.0% | $4,263+527.4% | $6,691+299.8% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |