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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 | $74,776 | $217,432-65.6% | $185,849-59.8% | $167,536-55.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.49% | 148.42%-144.9pp | 122.10%-118.6pp | 478.82%-475.3pp |
| Employer contribution / active EE | $17,400 | $5,875+196.2% | $5,169+236.7% | $4,839+259.6% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,569+250.2% | $6,342+207.5% |
| Admin fee / account holder | $218 | $19,818-98.9% | $16,244-98.7% | $12,315-98.2% |