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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 | $73,366 | $172,111-57.4% | $150,298-51.2% | $137,256-46.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.97% | 69.37%-62.4pp | 62.79%-55.8pp | 220.34%-213.4pp |
| Employer contribution / active EE | $8,089 | $4,636+74.5% | $4,154+94.7% | $4,156+94.6% |
| Participant deferral / active EE | $8,089 | $6,166+31.2% | $5,453+48.3% | $6,407+26.2% |
| Admin fee / account holder | $243 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |