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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 | $40,230 | $172,111-76.6% | $150,298-73.2% | $137,256-70.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.05% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $8,759 | $4,636+88.9% | $4,154+110.8% | $4,156+110.7% |
| Participant deferral / active EE | $5,875 | $6,166-4.7% | $5,453+7.7% | $6,407-8.3% |
| Admin fee / account holder | $292 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |