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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 | $57,701 | $183,592-68.6% | $155,574-62.9% | $145,877-60.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.26% | 61.37%-55.1pp | 64.87%-58.6pp | 551.28%-545.0pp |
| Employer contribution / active EE | $11,491 | $5,317+116.1% | $4,676+145.7% | $4,663+146.4% |
| Participant deferral / active EE | $7,867 | $6,466+21.7% | $5,629+39.8% | $6,691+17.6% |
| Admin fee / account holder | $276 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |