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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 | $54,919 | $202,463-72.9% | $169,397-67.6% | $139,487-60.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 5.57% | 532.64%-527.1pp | 406.23%-400.7pp | 373.84%-368.3pp |
| Employer contribution / active EE | $3,915 | $4,694-16.6% | $4,013-2.4% | $4,755-17.7% |
| Participant deferral / active EE | $22,500 | $6,941+224.2% | $6,223+261.6% | $6,713+235.2% |
| Admin fee / account holder | $114 | $10,726-98.9% | $9,017-98.7% | $11,407-99.0% |