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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 | $52,671 | $118,854-55.7% | $96,565-45.5% | $167,497-68.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.12% | 50.49%-43.4pp | 37.78%-30.7pp | 478.62%-471.5pp |
| Employer contribution / active EE | $20,302 | $3,119+550.8% | $2,356+761.6% | $4,838+319.6% |
| Participant deferral / active EE | $9,750 | $4,615+111.3% | $3,848+153.4% | $6,341+53.8% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,310-100.0% |