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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 | $66,092 | $162,136-59.2% | $152,301-56.6% | $154,746-57.3% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 8.03% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $16,858 | $4,890+244.7% | $4,624+264.5% | $4,379+285.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |