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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 | $83,771 | $166,089-49.6% | $164,928-49.2% | $145,978-42.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.09% | 100.26%-95.2pp | 70.08%-65.0pp | 550.52%-545.4pp |
| Employer contribution / active EE | $3,175 | $5,276-39.8% | $4,343-26.9% | $4,662-31.9% |
| Participant deferral / active EE | $4,033 | $6,961-42.1% | $6,034-33.2% | $6,690-39.7% |
| Admin fee / account holder | $203 | $16,641-98.8% | $12,684-98.4% | $13,400-98.5% |