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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 | $76,834 | $198,457-61.3% | $170,435-54.9% | $147,586-47.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.57% | 257.30%-251.7pp | 205.94%-200.4pp | 578.59%-573.0pp |
| Employer contribution / active EE | $3,481 | $6,183-43.7% | $5,432-35.9% | $4,876-28.6% |
| Participant deferral / active EE | $4,279 | $5,629-24.0% | $4,939-13.4% | $5,439-21.3% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |