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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 | $212,386-58.6% | $199,883-56.0% | $138,895-36.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 1.76% | 47.75%-46.0pp | 43.81%-42.1pp | 145.39%-143.6pp |
| Employer contribution / active EE | $3,764 | $6,625-43.2% | $6,261-39.9% | $4,194-10.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |