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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 | $76,469 | $201,344-62.0% | $184,243-58.5% | $145,877-47.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.14% | 29.01%-25.9pp | 28.82%-25.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $18,389 | $7,022+161.9% | $6,427+186.1% | $4,663+294.4% |
| Participant deferral / active EE | $7,081 | $9,807-27.8% | $9,132-22.5% | $6,691+5.8% |
| Admin fee / account holder | $259 | $16,382-98.4% | $13,914-98.1% | $13,402-98.1% |