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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 | $107,368-54.6% | $92,915-47.5% | $152,909-68.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 11.76% | 145.64%-133.9pp | 109.45%-97.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $9,835 | $4,222+132.9% | $3,653+169.2% | $4,764+106.4% |
| Participant deferral / active EE | $6,087 | $4,848+25.6% | $4,238+43.6% | $5,851+4.0% |
| Admin fee / account holder | $163 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |