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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 | $174,379-36.8% | $152,093-27.6% | $138,895-20.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.54% | 74.86%-66.3pp | 66.36%-57.8pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,045 | $4,652-77.5% | $4,175-75.0% | $4,194-75.1% |
| Participant deferral / active EE | $4,470 | $6,159-27.4% | $5,451-18.0% | $6,396-30.1% |
| Admin fee / account holder | $8 | $16,880-100.0% | $14,497-99.9% | $12,562-99.9% |