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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 | $68,440 | $148,623-54.0% | $135,974-49.7% | $139,466-50.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.82% | 79.30%-71.5pp | 68.30%-60.5pp | 373.66%-365.8pp |
| Employer contribution / active EE | $5,285 | $5,246+0.7% | $4,859+8.8% | $4,754+11.2% |
| Participant deferral / active EE | $18,000 | $8,103+122.1% | $7,760+132.0% | $6,712+168.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |