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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 | $64,980 | $217,427-70.1% | $185,837-65.0% | $167,518-61.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.75% | 148.39%-139.6pp | 122.08%-113.3pp | 478.71%-470.0pp |
| Employer contribution / active EE | $10,579 | $5,874+80.1% | $5,168+104.7% | $4,838+118.6% |
| Participant deferral / active EE | $11,776 | $6,357+85.2% | $5,568+111.5% | $6,342+85.7% |
| Admin fee / account holder | $11 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |