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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 | $157,386 | $115,917+35.8% | $100,535+56.5% | $158,982-1.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.07% | 34.80%-29.7pp | 30.90%-25.8pp | 302.99%-297.9pp |
| Employer contribution / active EE | $2,479 | $4,105-39.6% | $3,419-27.5% | $4,763-47.9% |
| Participant deferral / active EE | $5,671 | $6,677-15.1% | $6,271-9.6% | $5,983-5.2% |
| Admin fee / account holder | $20 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |