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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 | $110,786 | $148,629-25.5% | $135,982-18.5% | $139,487-20.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.28% | 79.33%-74.1pp | 68.32%-63.0pp | 373.84%-368.6pp |
| Employer contribution / active EE | $2,805 | $5,247-46.5% | $4,859-42.3% | $4,755-41.0% |
| Participant deferral / active EE | $10,826 | $8,102+33.6% | $7,760+39.5% | $6,713+61.3% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |