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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 | $91,335 | $183,592-50.3% | $155,567-41.3% | $145,959-37.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.95% | 61.24%-53.3pp | 64.74%-56.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $13,391 | $5,315+152.0% | $4,674+186.5% | $4,661+187.3% |
| Participant deferral / active EE | $9,100 | $6,464+40.8% | $5,628+61.7% | $6,689+36.1% |
| Admin fee / account holder | $12 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |