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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 | $65,913 | $174,379-62.2% | $152,093-56.7% | $138,895-52.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.33% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $3,025 | $4,652-35.0% | $4,175-27.5% | $4,194-27.9% |
| Participant deferral / active EE | $8,132 | $6,159+32.0% | $5,451+49.2% | $6,396+27.1% |
| Admin fee / account holder | $61 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |