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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 | $97,518 | $111,814-12.8% | $103,378-5.7% | $145,978-33.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.94% | 24.80%-16.9pp | 24.91%-17.0pp | 550.52%-542.6pp |
| Employer contribution / active EE | $9,975 | $4,215+136.6% | $3,870+157.7% | $4,662+114.0% |
| Participant deferral / active EE | $3,926 | $5,618-30.1% | $5,058-22.4% | $6,690-41.3% |
| Admin fee / account holder | $137 | $9,764-98.6% | $8,401-98.4% | $13,400-99.0% |