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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 | $84,248 | $201,372-58.2% | $184,260-54.3% | $145,884-42.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.24% | 29.04%-20.8pp | 28.84%-20.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,596 | $7,024-48.8% | $6,427-44.0% | $4,662-22.9% |
| Participant deferral / active EE | $3,625 | $9,808-63.0% | $9,133-60.3% | $6,690-45.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |