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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 | $53,638 | $162,136-66.9% | $152,301-64.8% | $154,746-65.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.28% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,848 | $4,890-62.2% | $4,624-60.0% | $4,379-57.8% |
| Participant deferral / active EE | $8,411 | $8,341+0.8% | $8,004+5.1% | $6,730+25.0% |
| Admin fee / account holder | $232 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |