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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 | $183,627-50.6% | $155,602-41.7% | $145,978-37.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.94% | 61.32%-55.4pp | 64.81%-58.9pp | 550.52%-544.6pp |
| Employer contribution / active EE | $7,609 | $5,316+43.1% | $4,675+62.7% | $4,662+63.2% |
| Participant deferral / active EE | $3,564 | $6,466-44.9% | $5,629-36.7% | $6,690-46.7% |
| Admin fee / account holder | $59 | $19,327-99.7% | $15,923-99.6% | $13,400-99.6% |