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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 | $59,262 | $154,228-61.6% | $145,433-59.3% | $137,256-56.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.15% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $6,389 | $4,804+33.0% | $4,554+40.3% | $4,156+53.7% |
| Participant deferral / active EE | $12,388 | $8,216+50.8% | $7,897+56.9% | $6,407+93.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |