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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 | $70,573 | $201,264-64.9% | $184,185-61.7% | $145,978-51.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.09% | 29.00%-19.9pp | 28.81%-19.7pp | 550.52%-541.4pp |
| Employer contribution / active EE | $15,281 | $7,021+117.7% | $6,426+137.8% | $4,662+227.8% |
| Participant deferral / active EE | $15,793 | $9,806+61.0% | $9,132+72.9% | $6,690+136.1% |
| Admin fee / account holder | $213 | $16,376-98.7% | $13,909-98.5% | $13,400-98.4% |