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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 | $54,101 | $148,629-63.6% | $135,982-60.2% | $139,487-61.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.36% | 79.33%-70.0pp | 68.32%-59.0pp | 373.84%-364.5pp |
| Employer contribution / active EE | $23,950 | $5,247+356.5% | $4,859+392.9% | $4,755+403.7% |
| Participant deferral / active EE | $7,933 | $8,102-2.1% | $7,760+2.2% | $6,713+18.2% |
| Admin fee / account holder | $184 | $12,406-98.5% | $10,767-98.3% | $11,407-98.4% |