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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 | $73,357 | $183,539-60.0% | $155,556-52.8% | $145,897-49.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.22% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,053 | $5,315-61.4% | $4,675-56.1% | $4,663-56.0% |
| Participant deferral / active EE | $2,461 | $6,467-61.9% | $5,631-56.3% | $6,689-63.2% |
| Admin fee / account holder | $176 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |