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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 | $40,628 | $148,623-72.7% | $135,974-70.1% | $139,466-70.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.76% | 79.30%-74.5pp | 68.30%-63.5pp | 373.66%-368.9pp |
| Employer contribution / active EE | $7,961 | $5,246+51.7% | $4,859+63.8% | $4,754+67.5% |
| Participant deferral / active EE | $4,933 | $8,103-39.1% | $7,760-36.4% | $6,712-26.5% |
| Admin fee / account holder | $41 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |