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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 | $56,597 | $108,942-48.0% | $100,415-43.6% | $145,897-61.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 58.27%-48.5pp | 49.47%-39.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $13,964 | $4,422+215.8% | $3,943+254.2% | $4,663+199.5% |
| Participant deferral / active EE | $23,300 | $8,461+175.4% | $8,091+188.0% | $6,689+248.3% |
| Admin fee / account holder | $150 | $9,702-98.5% | $7,906-98.1% | $13,390-98.9% |