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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 | $66,796 | $152,619-56.2% | $125,195-46.6% | $152,909-56.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.85% | 54.85%-46.0pp | 43.79%-34.9pp | 345.46%-336.6pp |
| Employer contribution / active EE | $7,715 | $4,947+55.9% | $3,866+99.5% | $4,764+61.9% |
| Participant deferral / active EE | $12,002 | $5,869+104.5% | $4,937+143.1% | $5,851+105.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |