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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 | $77,401 | $165,351-53.2% | $149,710-48.3% | $158,931-51.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.44% | 348.19%-341.7pp | 276.63%-270.2pp | 302.86%-296.4pp |
| Employer contribution / active EE | $8,097 | $5,103+58.7% | $4,645+74.3% | $4,761+70.1% |
| Participant deferral / active EE | $3,758 | $7,181-47.7% | $6,842-45.1% | $5,982-37.2% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,247-99.2% |