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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 | $87,863 | $223,823-60.7% | $211,142-58.4% | $154,746-43.2% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 1.76% | 50.39%-48.6pp | 46.84%-45.1pp | 172.34%-170.6pp |
| Employer contribution / active EE | $3,764 | $6,787-44.5% | $6,442-41.6% | $4,379-14.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |