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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 | $62,322 | $157,276-60.4% | $141,177-55.9% | $152,885-59.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.62% | 64.33%-56.7pp | 71.40%-63.8pp | 345.39%-337.8pp |
| Employer contribution / active EE | $6,933 | $5,262+31.8% | $4,736+46.4% | $4,763+45.6% |
| Participant deferral / active EE | $9,642 | $7,110+35.6% | $6,710+43.7% | $5,851+64.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |