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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 | $60,979 | $185,312-67.1% | $161,489-62.2% | $154,746-60.6% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 8.88% | 103.84%-95.0pp | 89.72%-80.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,195 | $4,769-74.9% | $4,268-72.0% | $4,379-72.7% |
| Participant deferral / active EE | $5,833 | $6,350-8.1% | $5,630+3.6% | $6,730-13.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |