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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 | $59,349 | $227,291-73.9% | $214,702-72.4% | $155,188-61.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 7.08% | 60.08%-53.0pp | 54.55%-47.5pp | 148.84%-141.8pp |
| Employer contribution / active EE | $5,383 | $6,772-20.5% | $6,461-16.7% | $4,248+26.7% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |