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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 | $32,652 | $157,276-79.2% | $141,177-76.9% | $152,885-78.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 12.19% | 64.33%-52.1pp | 71.40%-59.2pp | 345.39%-333.2pp |
| Employer contribution / active EE | $2,342 | $5,262-55.5% | $4,736-50.5% | $4,763-50.8% |
| Participant deferral / active EE | $5,099 | $7,110-28.3% | $6,710-24.0% | $5,851-12.9% |
| Admin fee / account holder | $172 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |