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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 | $52,247 | $166,242-68.6% | $165,071-68.3% | $145,884-64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.74% | 100.44%-95.7pp | 70.17%-65.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,289 | $5,283-75.6% | $4,347-70.3% | $4,662-72.3% |
| Participant deferral / active EE | $15,300 | $6,964+119.7% | $6,035+153.5% | $6,690+128.7% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |