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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 | $55,869 | $183,516-69.6% | $155,534-64.1% | $145,884-61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.49% | 61.43%-59.9pp | 64.92%-63.4pp | 551.85%-550.4pp |
| Employer contribution / active EE | $6,573 | $5,315+23.7% | $4,675+40.6% | $4,662+41.0% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,630+90.0% | $6,690+59.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |