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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 | $181,062-46.5% | $158,223-38.8% | $155,188-37.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.54% | 57.39%-51.8pp | 52.09%-46.5pp | 148.84%-143.3pp |
| Employer contribution / active EE | $1,065 | $4,565-76.7% | $4,109-74.1% | $4,248-74.9% |
| Participant deferral / active EE | $7,110 | $6,134+15.9% | $5,467+30.1% | $6,531+8.9% |
| Admin fee / account holder | $109 | $18,825-99.4% | $16,047-99.3% | $14,480-99.3% |