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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 | $46,588 | $209,336-77.7% | $197,124-76.4% | $137,256-66.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.04% | 48.09%-41.0pp | 44.34%-37.3pp | 220.34%-213.3pp |
| Employer contribution / active EE | $6,611 | $6,591+0.3% | $6,227+6.2% | $4,156+59.1% |
| Participant deferral / active EE | $5,875 | $9,614-38.9% | $9,135-35.7% | $6,407-8.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |