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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 | $73,414 | $157,304-53.3% | $141,197-48.0% | $152,909-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.70% | 64.34%-58.6pp | 71.41%-65.7pp | 345.46%-339.8pp |
| Employer contribution / active EE | $4,117 | $5,263-21.8% | $4,736-13.1% | $4,764-13.6% |
| Participant deferral / active EE | $10,104 | $7,111+42.1% | $6,710+50.6% | $5,851+72.7% |
| Admin fee / account holder | $234 | $12,126-98.1% | $10,265-97.7% | $11,601-98.0% |