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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 | $57,243 | $108,911-47.4% | $100,392-43.0% | $145,884-60.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 58.23%-48.7pp | 49.45%-40.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $9,550 | $4,420+116.1% | $3,941+142.3% | $4,662+104.8% |
| Participant deferral / active EE | $7,761 | $8,459-8.2% | $8,090-4.1% | $6,690+16.0% |
| Admin fee / account holder | $232 | $9,698-97.6% | $7,904-97.1% | $13,392-98.3% |