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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 | $73,011 | $183,516-60.2% | $155,534-53.1% | $145,884-50.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.04% | 61.43%-58.4pp | 64.92%-61.9pp | 551.85%-548.8pp |
| Employer contribution / active EE | $6,682 | $5,315+25.7% | $4,675+42.9% | $4,662+43.3% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,630+8.3% | $6,690-8.8% |
| Admin fee / account holder | $30 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |