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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 | $93,997 | $174,379-46.1% | $152,093-38.2% | $138,895-32.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.20% | 74.86%-66.7pp | 66.36%-58.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,684 | $4,652-63.8% | $4,175-59.7% | $4,194-59.8% |
| Participant deferral / active EE | $2,580 | $6,159-58.1% | $5,451-52.7% | $6,396-59.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |