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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 | $31,331 | $183,627-82.9% | $155,602-79.9% | $145,978-78.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 61.32%-54.6pp | 64.81%-58.1pp | 550.52%-543.8pp |
| Employer contribution / active EE | $6,797 | $5,316+27.9% | $4,675+45.4% | $4,662+45.8% |
| Participant deferral / active EE | $3,925 | $6,466-39.3% | $5,629-30.3% | $6,690-41.3% |
| Admin fee / account holder | $95 | $19,327-99.5% | $15,923-99.4% | $13,400-99.3% |