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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% | $155,574-41.3% | $145,877-37.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.95% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $13,391 | $5,317+151.9% | $4,676+186.4% | $4,663+187.2% |
| Participant deferral / active EE | $9,100 | $6,466+40.7% | $5,629+61.7% | $6,691+36.0% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |