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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 | $41,097 | $174,379-76.4% | $152,093-73.0% | $138,895-70.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 2.80% | 74.86%-72.1pp | 66.36%-63.6pp | 145.39%-142.6pp |
| Employer contribution / active EE | $16,522 | $4,652+255.2% | $4,175+295.8% | $4,194+293.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |