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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 | $126,519-61.9% | $106,201-54.6% | $145,959-67.0% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 5.69% | 225.10%-219.4pp | 116.26%-110.6pp | 561.95%-556.3pp |
| Employer contribution / active EE | $3,772 | $3,726+1.2% | $3,170+19.0% | $4,661-19.1% |
| Participant deferral / active EE | $5,551 | $5,716-2.9% | $5,012+10.7% | $6,689-17.0% |
| Admin fee / account holder | $164 | $17,312-99.1% | $11,039-98.5% | $13,398-98.8% |