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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 | $51,448 | $157,296-67.3% | $141,191-63.6% | $152,897-66.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.49% | 64.34%-57.8pp | 71.41%-64.9pp | 345.43%-338.9pp |
| Employer contribution / active EE | $2,251 | $5,262-57.2% | $4,736-52.5% | $4,764-52.8% |
| Participant deferral / active EE | $9,900 | $7,111+39.2% | $6,710+47.5% | $5,851+69.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |