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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 | $50,400 | $185,883-72.9% | $170,043-70.4% | $139,466-63.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.94% | 60.54%-50.6pp | 53.40%-43.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $3,584 | $7,596-52.8% | $6,790-47.2% | $4,754-24.6% |
| Participant deferral / active EE | $4,625 | $11,626-60.2% | $10,410-55.6% | $6,712-31.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |