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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 | $65,789 | $106,267-38.1% | $96,520-31.8% | $139,456-52.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.17% | 38.45%-31.3pp | 35.72%-28.5pp | 373.45%-366.3pp |
| Employer contribution / active EE | $17,748 | $4,105+332.4% | $3,739+374.7% | $4,753+273.4% |
| Participant deferral / active EE | $17,060 | $5,454+212.8% | $4,879+249.7% | $6,711+154.2% |
| Admin fee / account holder | $170 | $7,882-97.8% | $6,733-97.5% | $11,407-98.5% |