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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 | $88,423 | $201,372-56.1% | $184,260-52.0% | $145,884-39.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.38% | 29.04%-20.7pp | 28.84%-20.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $6,201 | $7,024-11.7% | $6,427-3.5% | $4,662+33.0% |
| Participant deferral / active EE | $8,606 | $9,808-12.3% | $9,133-5.8% | $6,690+28.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |