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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 | $50,945 | $217,432-76.6% | $185,851-72.6% | $167,553-69.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.70% | 148.43%-143.7pp | 122.11%-117.4pp | 478.89%-474.2pp |
| Employer contribution / active EE | $12,187 | $5,874+107.5% | $5,168+135.8% | $4,840+151.8% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.5% | $6,343+105.0% |
| Admin fee / account holder | $299 | $19,820-98.5% | $16,245-98.2% | $12,316-97.6% |