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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 | $59,285 | $227,597-74.0% | $189,575-68.7% | $167,536-64.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.42% | 78.44%-74.0pp | 64.19%-59.8pp | 478.82%-474.4pp |
| Employer contribution / active EE | $13,851 | $5,316+160.5% | $4,412+213.9% | $4,839+186.2% |
| Participant deferral / active EE | $11,053 | $7,002+57.8% | $6,174+79.0% | $6,342+74.3% |
| Admin fee / account holder | $37 | $11,877-99.7% | $9,806-99.6% | $12,315-99.7% |