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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 | $183,592-88.8% | $155,574-86.8% | $145,877-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.48% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $5,589 | $5,317+5.1% | $4,676+19.5% | $4,663+19.9% |
| Participant deferral / active EE | $4,803 | $6,466-25.7% | $5,629-14.7% | $6,691-28.2% |
| Admin fee / account holder | $57 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |