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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 | $40,544 | $107,944-62.4% | $91,994-55.9% | $152,885-73.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 10.99% | 89.26%-78.3pp | 69.03%-58.0pp | 345.39%-334.4pp |
| Employer contribution / active EE | $15,334 | $4,210+264.2% | $3,452+344.2% | $4,763+221.9% |
| Participant deferral / active EE | $3,167 | $6,365-50.2% | $5,923-46.5% | $5,851-45.9% |
| Admin fee / account holder | $274 | $10,521-97.4% | $7,743-96.5% | $11,598-97.6% |