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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 | $67,742 | $117,829-42.5% | $102,423-33.9% | $145,877-53.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.35% | 31.83%-23.5pp | 29.42%-21.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $9,273 | $3,615+156.5% | $3,023+206.7% | $4,663+98.9% |
| Participant deferral / active EE | $4,109 | $5,732-28.3% | $5,054-18.7% | $6,691-38.6% |
| Admin fee / account holder | $138 | $13,335-99.0% | $9,455-98.5% | $13,402-99.0% |