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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 | $57,701 | $183,516-68.6% | $155,534-62.9% | $145,884-60.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.26% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $11,491 | $5,315+116.2% | $4,675+145.8% | $4,662+146.5% |
| Participant deferral / active EE | $7,867 | $6,467+21.7% | $5,630+39.7% | $6,690+17.6% |
| Admin fee / account holder | $276 | $19,293-98.6% | $15,900-98.3% | $13,392-97.9% |