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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 | $20,472 | $183,539-88.8% | $155,556-86.8% | $145,897-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.48% | 61.31%-53.8pp | 64.84%-57.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $5,589 | $5,315+5.2% | $4,675+19.5% | $4,663+19.9% |
| Participant deferral / active EE | $4,803 | $6,467-25.7% | $5,631-14.7% | $6,689-28.2% |
| Admin fee / account holder | $57 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |