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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 | $49,793 | $157,296-68.3% | $141,191-64.7% | $152,897-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.42% | 64.34%-53.9pp | 71.41%-61.0pp | 345.43%-335.0pp |
| Employer contribution / active EE | $5,323 | $5,262+1.2% | $4,736+12.4% | $4,764+11.7% |
| Participant deferral / active EE | $14,788 | $7,111+108.0% | $6,710+120.4% | $5,851+152.7% |
| Admin fee / account holder | $257 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |