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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 | $76,751 | $174,379-56.0% | $152,093-49.5% | $138,895-44.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.05% | 74.86%-70.8pp | 66.36%-62.3pp | 145.39%-141.3pp |
| Employer contribution / active EE | $7,054 | $4,652+51.6% | $4,175+69.0% | $4,194+68.2% |
| Participant deferral / active EE | $5,875 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |