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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 | $55,116 | $183,516-70.0% | $155,534-64.6% | $145,884-62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.72% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,641 | $5,315-50.3% | $4,675-43.5% | $4,662-43.4% |
| Participant deferral / active EE | $11,688 | $6,467+80.7% | $5,630+107.6% | $6,690+74.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |