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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 | $68,627 | $157,304-56.4% | $141,197-51.4% | $152,909-55.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 13.92% | 64.34%-50.4pp | 71.41%-57.5pp | 345.46%-331.5pp |
| Employer contribution / active EE | $4,000 | $5,263-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $4,967 | $7,111-30.2% | $6,710-26.0% | $5,851-15.1% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |