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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 | $69,682 | $148,582-53.1% | $135,942-48.7% | $139,456-50.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.00% | 79.26%-67.3pp | 68.28%-56.3pp | 373.45%-361.5pp |
| Employer contribution / active EE | $2,430 | $5,245-53.7% | $4,858-50.0% | $4,753-48.9% |
| Participant deferral / active EE | $20,500 | $8,101+153.0% | $7,759+164.2% | $6,711+205.5% |
| Admin fee / account holder | $66 | $12,402-99.5% | $10,764-99.4% | $11,407-99.4% |