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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 | $38,545 | $176,794-78.2% | $146,647-73.7% | $167,553-77.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.20% | 24.04%-16.8pp | 22.75%-15.5pp | 478.89%-471.7pp |
| Employer contribution / active EE | $4,434 | $5,161-14.1% | $4,137+7.2% | $4,840-8.4% |
| Participant deferral / active EE | $14,200 | $6,440+120.5% | $5,506+157.9% | $6,343+123.9% |
| Admin fee / account holder | $231 | $13,262-98.3% | $10,281-97.8% | $12,316-98.1% |