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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 | $109,904-43.1% | $97,167-35.7% | $145,959-57.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.00% | 243.43%-236.4pp | 75.27%-68.3pp | 561.95%-554.9pp |
| Employer contribution / active EE | $8,700 | $3,084+182.1% | $2,729+218.8% | $4,661+86.7% |
| Participant deferral / active EE | $26,750 | $4,676+472.1% | $4,264+527.4% | $6,689+299.9% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |