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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 | $52,711 | $108,922-51.6% | $100,398-47.5% | $145,978-63.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.61% | 58.04%-48.4pp | 49.32%-39.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,073 | $4,426-53.2% | $3,946-47.5% | $4,662-55.5% |
| Participant deferral / active EE | $6,966 | $8,450-17.6% | $8,084-13.8% | $6,690+4.1% |
| Admin fee / account holder | $60 | $9,680-99.4% | $7,893-99.2% | $13,400-99.6% |