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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 | $129,081 | $201,372-35.9% | $184,260-29.9% | $145,884-11.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.84% | 29.04%-24.2pp | 28.84%-24.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $4,521 | $7,024-35.6% | $6,427-29.7% | $4,662-3.0% |
| Participant deferral / active EE | $14,993 | $9,808+52.9% | $9,133+64.2% | $6,690+124.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |