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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 | $38,131 | $152,619-75.0% | $125,195-69.5% | $152,909-75.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.31% | 54.85%-46.5pp | 43.79%-35.5pp | 345.46%-337.2pp |
| Employer contribution / active EE | $2,966 | $4,947-40.1% | $3,866-23.3% | $4,764-37.7% |
| Participant deferral / active EE | $15,835 | $5,869+169.8% | $4,937+220.7% | $5,851+170.6% |
| Admin fee / account holder | $277 | $13,437-97.9% | $9,704-97.1% | $11,601-97.6% |