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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 | $64,419 | $183,539-64.9% | $155,556-58.6% | $145,897-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.13% | 61.31%-57.2pp | 64.84%-60.7pp | 552.29%-548.2pp |
| Employer contribution / active EE | $3,527 | $5,315-33.6% | $4,675-24.6% | $4,663-24.3% |
| Participant deferral / active EE | $9,592 | $6,467+48.3% | $5,631+70.4% | $6,689+43.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |