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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 | $63,572 | $157,304-59.6% | $141,197-55.0% | $152,909-58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.44% | 64.34%-51.9pp | 71.41%-59.0pp | 345.46%-333.0pp |
| Employer contribution / active EE | $4,884 | $5,263-7.2% | $4,736+3.1% | $4,764+2.5% |
| Participant deferral / active EE | $12,950 | $7,111+82.1% | $6,710+93.0% | $5,851+121.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |