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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 | $55,705 | $77,449-28.1% | $69,483-19.8% | $152,909-63.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.35% | 39.09%-33.7pp | 28.99%-23.6pp | 345.46%-340.1pp |
| Employer contribution / active EE | $6,606 | $3,316+99.2% | $2,780+137.6% | $4,764+38.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $118 | $6,210-98.1% | $3,841-96.9% | $11,601-99.0% |