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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 | $47,529 | $85,766-44.6% | $136,297-65.1% | $70,124-32.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.18% | 31.45%-18.3pp | 5156.19%-5143.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $7,197 | $2,966+142.6% | $4,696+53.3% | $2,342+207.2% |
| Participant deferral / active EE | $4,755 | $5,051-5.9% | $6,247-23.9% | $3,332+42.7% |
| Admin fee / account holder | $6 | $5,420-99.9% | $9,244-99.9% | $4,645-99.9% |