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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 | $79,732 | $111,814-28.7% | $103,378-22.9% | $145,978-45.4% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 8.67% | 24.80%-16.1pp | 24.91%-16.2pp | 550.52%-541.8pp |
| Employer contribution / active EE | $4,266 | $4,215+1.2% | $3,870+10.2% | $4,662-8.5% |
| Participant deferral / active EE | $4,963 | $5,618-11.7% | $5,058-1.9% | $6,690-25.8% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |