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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 | $73,085 | $172,111-57.5% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.10% | 69.37%-64.3pp | 62.79%-57.7pp | 220.34%-215.2pp |
| Employer contribution / active EE | $10,000 | $4,636+115.7% | $4,154+140.7% | $4,156+140.6% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $264 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |