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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 | $69,557 | $176,786-60.7% | $146,643-52.6% | $167,536-58.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.62% | 24.04%-16.4pp | 22.75%-15.1pp | 478.82%-471.2pp |
| Employer contribution / active EE | $5,538 | $5,161+7.3% | $4,137+33.9% | $4,839+14.4% |
| Participant deferral / active EE | $10,400 | $6,440+61.5% | $5,506+88.9% | $6,342+64.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |