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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 | $45,187 | $154,228-70.7% | $145,433-68.9% | $137,256-67.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.72% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,062 | $4,804-36.3% | $4,554-32.8% | $4,156-26.3% |
| Participant deferral / active EE | $8,202 | $8,216-0.2% | $7,897+3.9% | $6,407+28.0% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |