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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 | $181,062-48.1% | $158,223-40.6% | $155,188-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.20% | 57.39%-49.2pp | 52.09%-43.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $1,684 | $4,565-63.1% | $4,109-59.0% | $4,248-60.4% |
| Participant deferral / active EE | $2,580 | $6,134-57.9% | $5,467-52.8% | $6,531-60.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |