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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 | $25,110 | $174,379-85.6% | $152,093-83.5% | $138,895-81.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.91% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,438 | $4,652-69.1% | $4,175-65.5% | $4,194-65.7% |
| Participant deferral / active EE | $7,143 | $6,159+16.0% | $5,451+31.0% | $6,396+11.7% |
| Admin fee / account holder | $49 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |