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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 | $76,538 | $112,933-32.2% | $90,970-15.9% | $158,982-51.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.61% | 215.82%-211.2pp | 134.60%-130.0pp | 302.99%-298.4pp |
| Employer contribution / active EE | $9,919 | $2,893+242.8% | $2,122+367.5% | $4,763+108.3% |
| Participant deferral / active EE | $4,333 | $4,128+5.0% | $3,373+28.5% | $5,983-27.6% |
| Admin fee / account holder | $73 | $8,047-99.1% | $5,961-98.8% | $11,252-99.4% |