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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 | $48,893 | $185,312-73.6% | $161,489-69.7% | $154,746-68.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.38% | 103.84%-94.5pp | 89.72%-80.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $12,500 | $4,769+162.1% | $4,268+192.9% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $83 | $18,654-99.6% | $16,006-99.5% | $14,365-99.4% |