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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 | $162,136-83.5% | $152,301-82.4% | $154,746-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.26% | 91.02%-80.8pp | 80.50%-70.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $6,211 | $4,890+27.0% | $4,624+34.3% | $4,379+41.8% |
| Participant deferral / active EE | $3,223 | $8,341-61.4% | $8,004-59.7% | $6,730-52.1% |
| Admin fee / account holder | $176 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |