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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 | $28,697 | $157,304-81.8% | $141,197-79.7% | $152,909-81.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.46% | 64.34%-52.9pp | 71.41%-59.9pp | 345.46%-334.0pp |
| Employer contribution / active EE | $4,704 | $5,263-10.6% | $4,736-0.7% | $4,764-1.3% |
| Participant deferral / active EE | $9,021 | $7,111+26.9% | $6,710+34.4% | $5,851+54.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |