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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 | $32,075 | $172,111-81.4% | $150,298-78.7% | $137,256-76.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.81% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $13,911 | $4,636+200.0% | $4,154+234.9% | $4,156+234.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $242 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |