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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 | $50,423 | $209,425-75.9% | $178,499-71.8% | $158,966-68.3% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 2.37% | 188.80%-186.4pp | 151.10%-148.7pp | 302.95%-300.6pp |
| Employer contribution / active EE | $2,095 | $5,707-63.3% | $5,011-58.2% | $4,762-56.0% |
| Participant deferral / active EE | $12,137 | $5,955+103.8% | $5,202+133.3% | $5,983+102.9% |
| Admin fee / account holder | $47 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |