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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 | $86,782 | $160,040-45.8% | $147,096-41.0% | $145,877-40.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.08% | 98.49%-92.4pp | 419.75%-413.7pp | 551.28%-545.2pp |
| Employer contribution / active EE | $8,729 | $5,289+65.0% | $4,936+76.8% | $4,663+87.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |