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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 | $183,516-78.6% | $155,534-74.7% | $145,884-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.51% | 61.43%-55.9pp | 64.92%-59.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $4,646 | $5,315-12.6% | $4,675-0.6% | $4,662-0.3% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,630+116.7% | $6,690+82.4% |
| Admin fee / account holder | $213 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |