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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 | $53,451 | $154,228-65.3% | $145,433-63.2% | $137,256-61.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.57% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,210 | $4,804-54.0% | $4,554-51.5% | $4,156-46.8% |
| Participant deferral / active EE | $7,852 | $8,216-4.4% | $7,897-0.6% | $6,407+22.6% |
| Admin fee / account holder | $27 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |