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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 | $172,111-43.7% | $150,298-35.6% | $137,256-29.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.54% | 69.37%-63.8pp | 62.79%-57.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,065 | $4,636-77.0% | $4,154-74.4% | $4,156-74.4% |
| Participant deferral / active EE | $7,110 | $6,166+15.3% | $5,453+30.4% | $6,407+11.0% |
| Admin fee / account holder | $109 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |