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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 | $82,740 | $111,814-26.0% | $103,374-20.0% | $145,959-43.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.56% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $6,333 | $4,214+50.3% | $3,869+63.7% | $4,661+35.9% |
| Participant deferral / active EE | $7,667 | $5,618+36.5% | $5,058+51.6% | $6,689+14.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |