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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 | $102,768 | $185,312-44.5% | $161,489-36.4% | $154,746-33.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.83% | 103.84%-94.0pp | 89.72%-79.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $6,641 | $4,769+39.2% | $4,268+55.6% | $4,379+51.7% |
| Participant deferral / active EE | $10,535 | $6,350+65.9% | $5,630+87.1% | $6,730+56.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |