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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 | $74,287 | $209,336-64.5% | $197,124-62.3% | $137,256-45.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.45% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,821 | $6,591-42.0% | $6,227-38.6% | $4,156-8.1% |
| Participant deferral / active EE | $14,647 | $9,614+52.3% | $9,135+60.3% | $6,407+128.6% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |