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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 | $56,162 | $183,592-69.4% | $155,574-63.9% | $145,877-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.42% | 61.37%-54.0pp | 64.87%-57.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $9,273 | $5,317+74.4% | $4,676+98.3% | $4,663+98.9% |
| Participant deferral / active EE | $18,023 | $6,466+178.7% | $5,629+220.2% | $6,691+169.4% |
| Admin fee / account holder | $252 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |