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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 | $90,697 | $183,516-50.6% | $155,534-41.7% | $145,884-37.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.94% | 61.43%-55.5pp | 64.92%-59.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $7,609 | $5,315+43.2% | $4,675+62.8% | $4,662+63.2% |
| Participant deferral / active EE | $3,564 | $6,467-44.9% | $5,630-36.7% | $6,690-46.7% |
| Admin fee / account holder | $59 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |