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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 | $132,823 | $141,001-5.8% | $112,228+18.4% | $139,487-4.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 3.93% | 32.75%-28.8pp | 30.23%-26.3pp | 373.84%-369.9pp |
| Employer contribution / active EE | $10,638 | $4,285+148.3% | $3,432+210.0% | $4,755+123.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,407-99.8% |