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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 | $77,284 | $88,778-12.9% | $81,844-5.6% | $145,884-47.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 4.44% | 1033.03%-1028.6pp | 778.87%-774.4pp | 551.85%-547.4pp |
| Employer contribution / active EE | $2,423 | $3,087-21.5% | $2,916-16.9% | $4,662-48.0% |
| Participant deferral / active EE | $3,389 | $4,648-27.1% | $4,323-21.6% | $6,690-49.3% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |