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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 | $181,062-60.6% | $158,223-54.9% | $155,188-54.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 1.22% | 57.39%-56.2pp | 52.09%-50.9pp | 148.84%-147.6pp |
| Employer contribution / active EE | $3,833 | $4,565-16.0% | $4,109-6.7% | $4,248-9.8% |
| Participant deferral / active EE | $5,821 | $6,134-5.1% | $5,467+6.5% | $6,531-10.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |