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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 | $110,915 | $185,856-40.3% | $170,028-34.8% | $139,456-20.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.10% | 60.52%-54.4pp | 53.39%-47.3pp | 373.45%-367.4pp |
| Employer contribution / active EE | $5,587 | $7,593-26.4% | $6,788-17.7% | $4,753+17.6% |
| Participant deferral / active EE | $19,729 | $11,623+69.7% | $10,409+89.5% | $6,711+194.0% |
| Admin fee / account holder | $3 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |