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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 | $28,661 | $148,623-80.7% | $135,974-78.9% | $139,466-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.63% | 79.30%-72.7pp | 68.30%-61.7pp | 373.66%-367.0pp |
| Employer contribution / active EE | $11,256 | $5,246+114.5% | $4,859+131.7% | $4,754+136.8% |
| Participant deferral / active EE | $5,446 | $8,103-32.8% | $7,760-29.8% | $6,712-18.9% |
| Admin fee / account holder | $212 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |