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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 | $183,592-87.6% | $155,574-85.4% | $145,877-84.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 5.66% | 61.37%-55.7pp | 64.87%-59.2pp | 551.28%-545.6pp |
| Employer contribution / active EE | $2,542 | $5,317-52.2% | $4,676-45.6% | $4,663-45.5% |
| Participant deferral / active EE | $5,114 | $6,466-20.9% | $5,629-9.2% | $6,691-23.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |