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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 | $135,564 | $178,174-23.9% | $156,181-13.2% | $137,256-1.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.80% | 84.19%-77.4pp | 64.87%-58.1pp | 220.34%-213.5pp |
| Employer contribution / active EE | $4,610 | $4,972-7.3% | $4,294+7.4% | $4,156+10.9% |
| Participant deferral / active EE | $7,840 | $6,888+13.8% | $6,132+27.8% | $6,407+22.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |