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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 | $61,727 | $157,296-60.8% | $141,191-56.3% | $152,897-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.33% | 64.34%-51.0pp | 71.41%-58.1pp | 345.43%-332.1pp |
| Employer contribution / active EE | $21,583 | $5,262+310.1% | $4,736+355.7% | $4,764+353.1% |
| Participant deferral / active EE | $11,992 | $7,111+68.7% | $6,710+78.7% | $5,851+105.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |