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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 | $82,339 | $217,432-62.1% | $185,849-55.7% | $167,536-50.9% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 7.22% | 148.42%-141.2pp | 122.10%-114.9pp | 478.82%-471.6pp |
| Employer contribution / active EE | $2,297 | $5,875-60.9% | $5,169-55.6% | $4,839-52.5% |
| Participant deferral / active EE | $6,036 | $6,357-5.1% | $5,569+8.4% | $6,342-4.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |