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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 | $62,905 | $183,627-65.7% | $155,602-59.6% | $145,978-56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.00% | 61.32%-57.3pp | 64.81%-60.8pp | 550.52%-546.5pp |
| Employer contribution / active EE | $3,696 | $5,316-30.5% | $4,675-20.9% | $4,662-20.7% |
| Participant deferral / active EE | $7,643 | $6,466+18.2% | $5,629+35.8% | $6,690+14.3% |
| Admin fee / account holder | $223 | $19,327-98.8% | $15,923-98.6% | $13,400-98.3% |