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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 | $53,370 | $217,432-75.5% | $185,849-71.3% | $167,536-68.1% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 2.21% | 148.42%-146.2pp | 122.10%-119.9pp | 478.82%-476.6pp |
| Employer contribution / active EE | $2,614 | $5,875-55.5% | $5,169-49.4% | $4,839-46.0% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |