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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 | $74,970 | $201,370-62.8% | $184,256-59.3% | $145,897-48.6% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 9.43% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $7,175 | $7,024+2.1% | $6,427+11.6% | $4,663+53.9% |
| Participant deferral / active EE | $12,293 | $9,808+25.3% | $9,133+34.6% | $6,689+83.8% |
| Admin fee / account holder | $94 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |