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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 | $91,665 | $106,247-13.7% | $96,515-5.0% | $139,466-34.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.94% | 38.47%-28.5pp | 35.73%-25.8pp | 373.66%-363.7pp |
| Employer contribution / active EE | $10,073 | $4,106+145.3% | $3,740+169.4% | $4,754+111.9% |
| Participant deferral / active EE | $6,791 | $5,456+24.5% | $4,880+39.2% | $6,712+1.2% |
| Admin fee / account holder | $17 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |