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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 | $48,206 | $125,190-61.5% | $105,624-54.4% | $145,897-67.0% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 5.69% | 225.22%-219.5pp | 116.20%-110.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $3,772 | $3,720+1.4% | $3,168+19.1% | $4,663-19.1% |
| Participant deferral / active EE | $5,551 | $5,716-2.9% | $5,013+10.7% | $6,689-17.0% |
| Admin fee / account holder | $164 | $17,138-99.0% | $10,961-98.5% | $13,390-98.8% |