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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 | $83,655 | $148,629-43.7% | $135,982-38.5% | $139,487-40.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.48% | 79.33%-71.9pp | 68.32%-60.8pp | 373.84%-366.4pp |
| Employer contribution / active EE | $1,734 | $5,247-66.9% | $4,859-64.3% | $4,755-63.5% |
| Participant deferral / active EE | $14,939 | $8,102+84.4% | $7,760+92.5% | $6,713+122.6% |
| Admin fee / account holder | $143 | $12,406-98.8% | $10,767-98.7% | $11,407-98.7% |