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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 | $43,279 | $157,296-72.5% | $141,191-69.3% | $152,897-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.84% | 64.34%-57.5pp | 71.41%-64.6pp | 345.43%-338.6pp |
| Employer contribution / active EE | $13,260 | $5,262+152.0% | $4,736+180.0% | $4,764+178.4% |
| Participant deferral / active EE | $9,474 | $7,111+33.2% | $6,710+41.2% | $5,851+61.9% |
| Admin fee / account holder | $198 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |