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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 | $26,739 | $154,228-82.7% | $145,433-81.6% | $137,256-80.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.26% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $6,211 | $4,804+29.3% | $4,554+36.4% | $4,156+49.4% |
| Participant deferral / active EE | $3,223 | $8,216-60.8% | $7,897-59.2% | $6,407-49.7% |
| Admin fee / account holder | $176 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |