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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 | $55,083 | $157,304-65.0% | $141,197-61.0% | $152,909-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.71% | 64.34%-60.6pp | 71.41%-67.7pp | 345.46%-341.8pp |
| Employer contribution / active EE | $5,823 | $5,263+10.7% | $4,736+22.9% | $4,764+22.2% |
| Participant deferral / active EE | $7,546 | $7,111+6.1% | $6,710+12.5% | $5,851+29.0% |
| Admin fee / account holder | $205 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |