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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 | $55,514 | $97,765-43.2% | $103,486-46.4% | $145,884-61.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 5.29% | 25.44%-20.2pp | 23.93%-18.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $6,864 | $4,687+46.4% | $4,679+46.7% | $4,662+47.2% |
| Participant deferral / active EE | $11,965 | $6,606+81.1% | $6,628+80.5% | $6,690+78.9% |
| Admin fee / account holder | $33 | $12,505-99.7% | $9,354-99.7% | $13,392-99.8% |