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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 | $62,286 | $157,276-60.4% | $141,177-55.9% | $152,885-59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.10% | 64.33%-59.2pp | 71.40%-66.3pp | 345.39%-340.3pp |
| Employer contribution / active EE | $3,188 | $5,262-39.4% | $4,736-32.7% | $4,763-33.1% |
| Participant deferral / active EE | $10,252 | $7,110+44.2% | $6,710+52.8% | $5,851+75.2% |
| Admin fee / account holder | $277 | $12,123-97.7% | $10,263-97.3% | $11,598-97.6% |