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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 | $72,603 | $217,432-66.6% | $185,849-60.9% | $167,536-56.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.04% | 148.42%-146.4pp | 122.10%-120.1pp | 478.82%-476.8pp |
| Employer contribution / active EE | $5,573 | $5,875-5.1% | $5,169+7.8% | $4,839+15.2% |
| Participant deferral / active EE | $7,140 | $6,357+12.3% | $5,569+28.2% | $6,342+12.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |