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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 | $110,185 | $181,062-39.1% | $158,223-30.4% | $155,188-29.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.54% | 57.39%-48.8pp | 52.09%-43.5pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,045 | $4,565-77.1% | $4,109-74.6% | $4,248-75.4% |
| Participant deferral / active EE | $4,470 | $6,134-27.1% | $5,467-18.2% | $6,531-31.6% |
| Admin fee / account holder | $8 | $18,825-100.0% | $16,047-99.9% | $14,480-99.9% |