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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 | $56,226 | $185,312-69.7% | $161,489-65.2% | $154,746-63.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.79% | 103.84%-99.0pp | 89.72%-84.9pp | 172.34%-167.5pp |
| Employer contribution / active EE | $3,173 | $4,769-33.5% | $4,268-25.7% | $4,379-27.5% |
| Participant deferral / active EE | $4,285 | $6,350-32.5% | $5,630-23.9% | $6,730-36.3% |
| Admin fee / account holder | $89 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |