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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 | $17,667 | $185,312-90.5% | $161,489-89.1% | $154,746-88.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 2.20% | 103.84%-101.6pp | 89.72%-87.5pp | 172.34%-170.1pp |
| Employer contribution / active EE | $4,745 | $4,769-0.5% | $4,268+11.2% | $4,379+8.4% |
| Participant deferral / active EE | $8,121 | $6,350+27.9% | $5,630+44.2% | $6,730+20.7% |
| Admin fee / account holder | $48 | $18,654-99.7% | $16,006-99.7% | $14,365-99.7% |