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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 | $47,450 | $210,698-77.5% | $178,014-73.3% | $145,959-67.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.12% | 386.27%-380.2pp | 294.80%-288.7pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,961 | $4,567-35.2% | $3,950-25.0% | $4,661-36.5% |
| Participant deferral / active EE | $16,909 | $6,958+143.0% | $6,276+169.4% | $6,689+152.8% |
| Admin fee / account holder | $14 | $12,016-99.9% | $10,362-99.9% | $13,398-99.9% |