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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 | $109,153 | $156,398-30.2% | $147,318-25.9% | $138,895-21.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.58% | 78.75%-74.2pp | 70.43%-65.9pp | 145.39%-140.8pp |
| Employer contribution / active EE | $3,855 | $4,853-20.6% | $4,593-16.1% | $4,194-8.1% |
| Participant deferral / active EE | $6,000 | $8,237-27.2% | $7,906-24.1% | $6,396-6.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |