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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 | $87,073 | $148,629-41.4% | $135,982-36.0% | $139,487-37.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.93% | 79.33%-75.4pp | 68.32%-64.4pp | 373.84%-369.9pp |
| Employer contribution / active EE | $3,472 | $5,247-33.8% | $4,859-28.5% | $4,755-27.0% |
| Participant deferral / active EE | $10,000 | $8,102+23.4% | $7,760+28.9% | $6,713+49.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |