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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 | $24,170 | $162,136-85.1% | $152,301-84.1% | $154,746-84.4% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 1.92% | 91.02%-89.1pp | 80.50%-78.6pp | 172.34%-170.4pp |
| Employer contribution / active EE | $3,135 | $4,890-35.9% | $4,624-32.2% | $4,379-28.4% |
| Participant deferral / active EE | $5,648 | $8,341-32.3% | $8,004-29.4% | $6,730-16.1% |
| Admin fee / account holder | $18 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |