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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 | $49,153 | $114,119-56.9% | $107,187-54.1% | $138,895-64.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 7.87% | 273.21%-265.3pp | 204.55%-196.7pp | 145.39%-137.5pp |
| Employer contribution / active EE | $4,367 | $4,059+7.6% | $3,782+15.5% | $4,194+4.1% |
| Participant deferral / active EE | $10,248 | $5,538+85.1% | $5,096+101.1% | $6,396+60.2% |
| Admin fee / account holder | $300 | $10,024-97.0% | $9,162-96.7% | $12,562-97.6% |