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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 | $52,051 | $106,267-51.0% | $96,520-46.1% | $139,456-62.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.79% | 38.45%-28.7pp | 35.72%-25.9pp | 373.45%-363.7pp |
| Employer contribution / active EE | $15,693 | $4,105+282.3% | $3,739+319.7% | $4,753+230.2% |
| Participant deferral / active EE | $10,000 | $5,454+83.3% | $4,879+105.0% | $6,711+49.0% |
| Admin fee / account holder | $157 | $7,882-98.0% | $6,733-97.7% | $11,407-98.6% |