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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 | $39,270 | $157,276-75.0% | $141,177-72.2% | $152,885-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.39% | 64.33%-49.9pp | 71.40%-57.0pp | 345.39%-331.0pp |
| Employer contribution / active EE | $10,716 | $5,262+103.7% | $4,736+126.3% | $4,763+125.0% |
| Participant deferral / active EE | $9,835 | $7,110+38.3% | $6,710+46.6% | $5,851+68.1% |
| Admin fee / account holder | $292 | $12,123-97.6% | $10,263-97.2% | $11,598-97.5% |