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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 | $92,409 | $135,956-32.0% | $123,894-25.4% | $273,972-66.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.56% | 56.63%-55.1pp | 47.52%-46.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $5,624 | $5,170+8.8% | $4,617+21.8% | $4,869+15.5% |
| Participant deferral / active EE | $10,000 | $6,343+57.7% | $5,984+67.1% | $5,287+89.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |