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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 | $97,751-43.2% | $103,447-46.3% | $145,877-61.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 5.29% | 25.43%-20.1pp | 23.92%-18.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $6,864 | $4,684+46.5% | $4,678+46.7% | $4,663+47.2% |
| Participant deferral / active EE | $11,965 | $6,603+81.2% | $6,624+80.6% | $6,691+78.8% |
| Admin fee / account holder | $33 | $12,515-99.7% | $9,415-99.7% | $13,402-99.8% |