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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 | $63,554 | $157,296-59.6% | $141,191-55.0% | $152,897-58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.49% | 64.34%-49.9pp | 71.41%-56.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $2,028 | $5,262-61.5% | $4,736-57.2% | $4,764-57.4% |
| Participant deferral / active EE | $6,550 | $7,111-7.9% | $6,710-2.4% | $5,851+11.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |