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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 | $69,521 | $109,904-36.7% | $97,167-28.5% | $145,959-52.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.00% | 243.43%-238.4pp | 75.27%-70.3pp | 561.95%-557.0pp |
| Employer contribution / active EE | $9,564 | $3,084+210.1% | $2,729+250.4% | $4,661+105.2% |
| Participant deferral / active EE | $5,370 | $4,676+14.8% | $4,264+26.0% | $6,689-19.7% |
| Admin fee / account holder | $60 | $6,216-99.0% | $5,650-98.9% | $13,398-99.5% |