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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 | $48,781 | $107,341-54.6% | $92,897-47.5% | $152,870-68.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 11.76% | 145.59%-133.8pp | 109.42%-97.7pp | 345.34%-333.6pp |
| Employer contribution / active EE | $9,835 | $4,221+133.0% | $3,653+169.2% | $4,763+106.5% |
| Participant deferral / active EE | $6,087 | $4,847+25.6% | $4,238+43.6% | $5,850+4.0% |
| Admin fee / account holder | $163 | $7,080-97.7% | $5,794-97.2% | $11,597-98.6% |