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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 | $183,627-60.2% | $155,602-53.1% | $145,978-50.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.04% | 61.32%-58.3pp | 64.81%-61.8pp | 550.52%-547.5pp |
| Employer contribution / active EE | $6,682 | $5,316+25.7% | $4,675+42.9% | $4,662+43.3% |
| Participant deferral / active EE | $6,100 | $6,466-5.7% | $5,629+8.4% | $6,690-8.8% |
| Admin fee / account holder | $30 | $19,327-99.8% | $15,923-99.8% | $13,400-99.8% |