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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 | $64,551 | $185,312-65.2% | $161,489-60.0% | $154,746-58.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.18% | 103.84%-94.7pp | 89.72%-80.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $7,460 | $4,769+56.4% | $4,268+74.8% | $4,379+70.4% |
| Participant deferral / active EE | $3,548 | $6,350-44.1% | $5,630-37.0% | $6,730-47.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |