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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 | $39,319 | $183,592-78.6% | $155,567-74.7% | $145,959-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.51% | 61.24%-55.7pp | 64.74%-59.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $4,646 | $5,315-12.6% | $4,674-0.6% | $4,661-0.3% |
| Participant deferral / active EE | $12,200 | $6,464+88.7% | $5,628+116.8% | $6,689+82.4% |
| Admin fee / account holder | $213 | $19,318-98.9% | $15,916-98.7% | $13,398-98.4% |