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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 | $30,635 | $183,627-83.3% | $155,602-80.3% | $145,978-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.82% | 61.32%-55.5pp | 64.81%-59.0pp | 550.52%-544.7pp |
| Employer contribution / active EE | $2,909 | $5,316-45.3% | $4,675-37.8% | $4,662-37.6% |
| Participant deferral / active EE | $6,500 | $6,466+0.5% | $5,629+15.5% | $6,690-2.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |