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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 | $86,685 | $75,177+15.3% | $57,736+50.1% | $75,177+15.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 64.8%+35.2pp | 67.2%+32.8pp |
| Annual return | 12.36% | 160.75%-148.4pp | 43.59%-31.2pp | 160.75%-148.4pp |
| Employer contribution / active EE | $2,864 | $2,671+7.2% | $2,452+16.8% | $2,671+7.2% |
| Participant deferral / active EE | $5,494 | $4,126+33.1% | $4,672+17.6% | $4,126+33.1% |
| Admin fee / account holder | $0 | $5,651-100.0% | $1,502-100.0% | $5,651-100.0% |