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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 | $88,590 | $154,228-42.6% | $145,433-39.1% | $137,256-35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.98% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $940 | $4,804-80.4% | $4,554-79.4% | $4,156-77.4% |
| Participant deferral / active EE | $15,903 | $8,216+93.6% | $7,897+101.4% | $6,407+148.2% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |