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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 | $48,695 | $183,516-73.5% | $155,534-68.7% | $145,884-66.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.05% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $19,138 | $5,315+260.1% | $4,675+309.4% | $4,662+310.5% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,630+172.3% | $6,690+129.2% |
| Admin fee / account holder | $235 | $19,293-98.8% | $15,900-98.5% | $13,392-98.2% |