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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 | $22,725 | $183,516-87.6% | $155,534-85.4% | $145,884-84.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 5.66% | 61.43%-55.8pp | 64.92%-59.3pp | 551.85%-546.2pp |
| Employer contribution / active EE | $2,542 | $5,315-52.2% | $4,675-45.6% | $4,662-45.5% |
| Participant deferral / active EE | $5,114 | $6,467-20.9% | $5,630-9.2% | $6,690-23.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |