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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 | $82,677 | $157,304-47.4% | $141,197-41.4% | $152,909-45.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 14.57% | 64.34%-49.8pp | 71.41%-56.8pp | 345.46%-330.9pp |
| Employer contribution / active EE | $2,464 | $5,263-53.2% | $4,736-48.0% | $4,764-48.3% |
| Participant deferral / active EE | $8,146 | $7,111+14.6% | $6,710+21.4% | $5,851+39.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |