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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 | $18,907 | $183,592-89.7% | $155,567-87.8% | $145,959-87.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.78% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $5,037 | $5,315-5.2% | $4,674+7.8% | $4,661+8.1% |
| Participant deferral / active EE | $8,739 | $6,464+35.2% | $5,628+55.3% | $6,689+30.7% |
| Admin fee / account holder | $218 | $19,318-98.9% | $15,916-98.6% | $13,398-98.4% |