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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 | $68,750 | $157,276-56.3% | $141,177-51.3% | $152,885-55.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 10.95% | 64.33%-53.4pp | 71.40%-60.5pp | 345.39%-334.4pp |
| Employer contribution / active EE | $1,488 | $5,262-71.7% | $4,736-68.6% | $4,763-68.8% |
| Participant deferral / active EE | $5,669 | $7,110-20.3% | $6,710-15.5% | $5,851-3.1% |
| Admin fee / account holder | $68 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |