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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 | $82,184 | $185,883-55.8% | $170,043-51.7% | $139,466-41.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.72% | 60.54%-53.8pp | 53.40%-46.7pp | 373.66%-366.9pp |
| Employer contribution / active EE | $1,509 | $7,596-80.1% | $6,790-77.8% | $4,754-68.3% |
| Participant deferral / active EE | $9,874 | $11,626-15.1% | $10,410-5.2% | $6,712+47.1% |
| Admin fee / account holder | $104 | $15,393-99.3% | $12,824-99.2% | $11,409-99.1% |