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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 | $50,656 | $108,897-53.5% | $100,378-49.5% | $145,877-65.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 58.17%-48.3pp | 49.41%-39.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,339 | $4,420-47.1% | $3,942-40.7% | $4,663-49.8% |
| Participant deferral / active EE | $12,198 | $8,455+44.3% | $8,087+50.8% | $6,691+82.3% |
| Admin fee / account holder | $33 | $9,690-99.7% | $7,899-99.6% | $13,402-99.8% |