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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 | $66,559 | $111,535-40.3% | $105,223-36.7% | $137,256-51.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.27% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $9,590 | $3,939+143.4% | $3,689+160.0% | $4,156+130.8% |
| Participant deferral / active EE | $4,873 | $5,500-11.4% | $5,072-3.9% | $6,407-23.9% |
| Admin fee / account holder | $7 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |