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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 | $71,319 | $172,111-58.6% | $150,298-52.5% | $137,256-48.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.22% | 69.37%-68.2pp | 62.79%-61.6pp | 220.34%-219.1pp |
| Employer contribution / active EE | $3,833 | $4,636-17.3% | $4,154-7.7% | $4,156-7.8% |
| Participant deferral / active EE | $5,821 | $6,166-5.6% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |