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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 | $108,922-48.0% | $100,398-43.6% | $145,978-61.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 58.04%-48.2pp | 49.32%-39.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $13,964 | $4,426+215.5% | $3,946+253.9% | $4,662+199.5% |
| Participant deferral / active EE | $23,300 | $8,450+175.7% | $8,084+188.2% | $6,690+248.3% |
| Admin fee / account holder | $150 | $9,680-98.5% | $7,893-98.1% | $13,400-98.9% |