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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 | $65,755 | $148,623-55.8% | $135,974-51.6% | $139,466-52.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.05% | 79.30%-68.2pp | 68.30%-57.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $9,795 | $5,246+86.7% | $4,859+101.6% | $4,754+106.0% |
| Participant deferral / active EE | $2,597 | $8,103-67.9% | $7,760-66.5% | $6,712-61.3% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |