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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 | $63,383 | $162,529-61.0% | $130,788-51.5% | $154,746-59.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 4.04% | 510.48%-506.4pp | 386.44%-382.4pp | 172.34%-168.3pp |
| Employer contribution / active EE | $855 | $4,447-80.8% | $3,558-76.0% | $4,379-80.5% |
| Participant deferral / active EE | $6,495 | $4,808+35.1% | $4,137+57.0% | $6,730-3.5% |
| Admin fee / account holder | $114 | $7,669-98.5% | $6,673-98.3% | $14,365-99.2% |