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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 | $27,936 | $157,304-82.2% | $141,197-80.2% | $152,909-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.31% | 64.34%-53.0pp | 71.41%-60.1pp | 345.46%-334.2pp |
| Employer contribution / active EE | $7,171 | $5,263+36.3% | $4,736+51.4% | $4,764+50.5% |
| Participant deferral / active EE | $10,571 | $7,111+48.7% | $6,710+57.5% | $5,851+80.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |