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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 | $94,507 | $217,432-56.5% | $185,849-49.1% | $167,536-43.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.14% | 148.42%-140.3pp | 122.10%-114.0pp | 478.82%-470.7pp |
| Employer contribution / active EE | $8,208 | $5,875+39.7% | $5,169+58.8% | $4,839+69.6% |
| Participant deferral / active EE | $8,843 | $6,357+39.1% | $5,569+58.8% | $6,342+39.4% |
| Admin fee / account holder | $249 | $19,818-98.7% | $16,244-98.5% | $12,315-98.0% |