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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 | $28,918 | $217,432-86.7% | $185,851-84.4% | $167,553-82.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.02% | 148.43%-144.4pp | 122.11%-118.1pp | 478.89%-474.9pp |
| Employer contribution / active EE | $1,904 | $5,874-67.6% | $5,168-63.2% | $4,840-60.7% |
| Participant deferral / active EE | $5,100 | $6,357-19.8% | $5,569-8.4% | $6,343-19.6% |
| Admin fee / account holder | $63 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |