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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 | $53,718 | $117,846-54.4% | $102,434-47.6% | $145,884-63.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.55% | 31.90%-25.3pp | 29.46%-22.9pp | 551.85%-545.3pp |
| Employer contribution / active EE | $11,735 | $3,615+224.6% | $3,023+288.2% | $4,662+151.7% |
| Participant deferral / active EE | $4,421 | $5,733-22.9% | $5,055-12.5% | $6,690-33.9% |
| Admin fee / account holder | $33 | $13,356-99.8% | $9,462-99.6% | $13,392-99.8% |