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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 | $0 | $90,728-100.0% | $86,279-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 78.7%-78.7pp | 79.9%-79.9pp |
| Annual return | 12.15% | 34.83%-22.7pp | 30.40%-18.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $7,291 | $4,974+46.6% | $4,663+56.4% | $4,194+73.8% |
| Participant deferral / active EE | $5,141 | $6,125-16.1% | $5,658-9.1% | $6,396-19.6% |
| Admin fee / account holder | $0 | $11,808-100.0% | $10,485-100.0% | $12,562-100.0% |