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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 | $172,111-55.4% | $150,298-48.9% | $137,256-44.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.05% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $7,054 | $4,636+52.2% | $4,154+69.8% | $4,156+69.7% |
| Participant deferral / active EE | $5,875 | $6,166-4.7% | $5,453+7.7% | $6,407-8.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |