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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 | $185,312-58.6% | $161,489-52.5% | $154,746-50.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.05% | 103.84%-99.8pp | 89.72%-85.7pp | 172.34%-168.3pp |
| Employer contribution / active EE | $7,054 | $4,769+47.9% | $4,268+65.3% | $4,379+61.1% |
| Participant deferral / active EE | $5,875 | $6,350-7.5% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |