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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 | $35,646 | $152,619-76.6% | $125,195-71.5% | $152,909-76.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.61% | 54.85%-45.2pp | 43.79%-34.2pp | 345.46%-335.9pp |
| Employer contribution / active EE | $3,554 | $4,947-28.2% | $3,866-8.1% | $4,764-25.4% |
| Participant deferral / active EE | $5,504 | $5,869-6.2% | $4,937+11.5% | $5,851-5.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |