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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 | $96,842 | $185,312-47.7% | $161,489-40.0% | $154,746-37.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.54% | 103.84%-98.3pp | 89.72%-84.2pp | 172.34%-166.8pp |
| Employer contribution / active EE | $1,065 | $4,769-77.7% | $4,268-75.0% | $4,379-75.7% |
| Participant deferral / active EE | $7,110 | $6,350+12.0% | $5,630+26.3% | $6,730+5.6% |
| Admin fee / account holder | $109 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |