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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 | $45,665 | $185,312-75.4% | $161,489-71.7% | $154,746-70.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.18% | 103.84%-96.7pp | 89.72%-82.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $7,676 | $4,769+60.9% | $4,268+79.8% | $4,379+75.3% |
| Participant deferral / active EE | $3,197 | $6,350-49.7% | $5,630-43.2% | $6,730-52.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |