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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 | $47,450 | $211,224-77.5% | $178,505-73.4% | $145,897-67.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.12% | 30.28%-24.2pp | 27.16%-21.0pp | 552.29%-546.2pp |
| Employer contribution / active EE | $2,961 | $4,577-35.3% | $3,955-25.1% | $4,663-36.5% |
| Participant deferral / active EE | $16,909 | $6,966+142.7% | $6,280+169.2% | $6,689+152.8% |
| Admin fee / account holder | $14 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |