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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 | $79,096 | $201,372-60.7% | $184,260-57.1% | $145,884-45.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.55% | 29.04%-21.5pp | 28.84%-21.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $6,073 | $7,024-13.5% | $6,427-5.5% | $4,662+30.3% |
| Participant deferral / active EE | $7,270 | $9,808-25.9% | $9,133-20.4% | $6,690+8.7% |
| Admin fee / account holder | $250 | $16,362-98.5% | $13,898-98.2% | $13,392-98.1% |