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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 | $61,057 | $212,386-71.3% | $199,883-69.5% | $138,895-56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.37% | 47.75%-36.4pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $3,723 | $6,625-43.8% | $6,261-40.5% | $4,194-11.2% |
| Participant deferral / active EE | $12,316 | $9,617+28.1% | $9,138+34.8% | $6,396+92.6% |
| Admin fee / account holder | $286 | $18,233-98.4% | $17,268-98.3% | $12,562-97.7% |