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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 | $57,109 | $157,304-63.7% | $141,197-59.6% | $152,909-62.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 14.55% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-330.9pp |
| Employer contribution / active EE | $2,514 | $5,263-52.2% | $4,736-46.9% | $4,764-47.2% |
| Participant deferral / active EE | $5,280 | $7,111-25.7% | $6,710-21.3% | $5,851-9.8% |
| Admin fee / account holder | -$11 | $12,126-100.1% | $10,265-100.1% | $11,601-100.1% |