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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 | $87,556 | $183,592-52.3% | $155,574-43.7% | $145,877-40.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.11% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $9,347 | $5,317+75.8% | $4,676+99.9% | $4,663+100.4% |
| Participant deferral / active EE | $16,792 | $6,466+159.7% | $5,629+198.3% | $6,691+151.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |