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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 | $84,229 | $175,259-51.9% | $149,723-43.7% | $139,487-39.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.13% | 166.82%-162.7pp | 134.50%-130.4pp | 373.84%-369.7pp |
| Employer contribution / active EE | $5,556 | $5,478+1.4% | $4,821+15.2% | $4,755+16.8% |
| Participant deferral / active EE | $5,439 | $6,522-16.6% | $5,682-4.3% | $6,713-19.0% |
| Admin fee / account holder | $22 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |