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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 | $58,607 | $183,592-68.1% | $155,574-62.3% | $145,877-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.46% | 61.37%-55.9pp | 64.87%-59.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $2,523 | $5,317-52.5% | $4,676-46.0% | $4,663-45.9% |
| Participant deferral / active EE | $4,161 | $6,466-35.7% | $5,629-26.1% | $6,691-37.8% |
| Admin fee / account holder | $4 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |