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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 | $34,767 | $183,516-81.1% | $155,534-77.6% | $145,884-76.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $17,824 | $5,315+235.4% | $4,675+281.3% | $4,662+282.3% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,630+35.4% | $6,690+14.0% |
| Admin fee / account holder | $65 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |