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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 | $76,994 | $201,344-61.8% | $184,243-58.2% | $145,877-47.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.47% | 29.01%-25.5pp | 28.82%-25.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $5,329 | $7,022-24.1% | $6,427-17.1% | $4,663+14.3% |
| Participant deferral / active EE | $4,684 | $9,807-52.2% | $9,132-48.7% | $6,691-30.0% |
| Admin fee / account holder | $159 | $16,382-99.0% | $13,914-98.9% | $13,402-98.8% |