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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 | $90,585 | $157,276-42.4% | $141,177-35.8% | $152,885-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.27% | 64.33%-57.1pp | 71.40%-64.1pp | 345.39%-338.1pp |
| Employer contribution / active EE | $6,328 | $5,262+20.3% | $4,736+33.6% | $4,763+32.8% |
| Participant deferral / active EE | $3,164 | $7,110-55.5% | $6,710-52.8% | $5,851-45.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |