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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 | $54,344 | $157,296-65.5% | $141,191-61.5% | $152,897-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.34% | 64.34%-52.0pp | 71.41%-59.1pp | 345.43%-333.1pp |
| Employer contribution / active EE | $13,856 | $5,262+163.3% | $4,736+192.6% | $4,764+190.9% |
| Participant deferral / active EE | $6,584 | $7,111-7.4% | $6,710-1.9% | $5,851+12.5% |
| Admin fee / account holder | $28 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |