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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 | $50,961 | $23,330+118.4% | $64,489-21.0% | $82,448-38.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 12.25% | 83.66%-71.4pp | 55.03%-42.8pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,941 | $824+256.8% | $1,523+93.1% | $2,551+15.3% |
| Participant deferral / active EE | $0 | $1,707-100.0% | $2,778-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $2,946-100.0% | $4,260-100.0% | $7,234-100.0% |