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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 | $53,355 | $148,623-64.1% | $135,974-60.8% | $139,466-61.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 11.22% | 79.30%-68.1pp | 68.30%-57.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $2,207 | $5,246-57.9% | $4,859-54.6% | $4,754-53.6% |
| Participant deferral / active EE | $3,786 | $8,103-53.3% | $7,760-51.2% | $6,712-43.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |