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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 | $51,851 | $107,368-51.7% | $92,915-44.2% | $152,909-66.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 7.40% | 145.64%-138.2pp | 109.45%-102.0pp | 345.46%-338.1pp |
| Employer contribution / active EE | $12,316 | $4,222+191.7% | $3,653+237.1% | $4,764+158.5% |
| Participant deferral / active EE | $5,959 | $4,848+22.9% | $4,238+40.6% | $5,851+1.8% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,796-99.9% | $11,601-100.0% |