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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 | $55,823 | $105,856-47.3% | $90,161-38.1% | $147,586-62.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.92% | 37.63%-28.7pp | 34.89%-26.0pp | 578.59%-569.7pp |
| Employer contribution / active EE | $3,333 | $4,126-19.2% | $3,318+0.5% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |