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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 | $20,871 | $148,629-86.0% | $135,982-84.7% | $139,487-85.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.57% | 79.33%-74.8pp | 68.32%-63.8pp | 373.84%-369.3pp |
| Employer contribution / active EE | $2,647 | $5,247-49.6% | $4,859-45.5% | $4,755-44.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $68 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |