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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 | $65,824 | $148,623-55.7% | $135,974-51.6% | $139,466-52.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.38% | 79.30%-72.9pp | 68.30%-61.9pp | 373.66%-367.3pp |
| Employer contribution / active EE | $4,200 | $5,246-19.9% | $4,859-13.6% | $4,754-11.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $56 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |