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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 | $64,324 | $157,304-59.1% | $141,197-54.4% | $152,909-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.45% | 64.34%-53.9pp | 71.41%-61.0pp | 345.46%-335.0pp |
| Employer contribution / active EE | $3,210 | $5,263-39.0% | $4,736-32.2% | $4,764-32.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |