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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 | $72,945 | $105,856-31.1% | $90,161-19.1% | $147,586-50.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.35% | 37.63%-31.3pp | 34.89%-28.5pp | 578.59%-572.2pp |
| Employer contribution / active EE | $15,503 | $4,126+275.7% | $3,318+367.2% | $4,876+217.9% |
| Participant deferral / active EE | $7,283 | $5,733+27.0% | $5,287+37.7% | $5,439+33.9% |
| Admin fee / account holder | $133 | $8,046-98.3% | $5,943-97.8% | $10,886-98.8% |