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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 | $71,820 | $176,077-59.2% | $159,455-55.0% | $167,518-57.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.75% | 331.83%-326.1pp | 263.63%-257.9pp | 478.71%-473.0pp |
| Employer contribution / active EE | $4,339 | $5,298-18.1% | $4,830-10.2% | $4,838-10.3% |
| Participant deferral / active EE | $11,056 | $7,751+42.6% | $7,353+50.4% | $6,342+74.3% |
| Admin fee / account holder | $265 | $12,556-97.9% | $10,800-97.5% | $12,312-97.8% |