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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 | $50,949 | $183,539-72.2% | $155,556-67.2% | $145,897-65.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.49% | 61.31%-56.8pp | 64.84%-60.3pp | 552.29%-547.8pp |
| Employer contribution / active EE | $12,691 | $5,315+138.8% | $4,675+171.4% | $4,663+172.2% |
| Participant deferral / active EE | $15,202 | $6,467+135.1% | $5,631+170.0% | $6,689+127.3% |
| Admin fee / account holder | $97 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |