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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 | $94,991 | $148,629-36.1% | $135,982-30.1% | $139,487-31.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.51% | 79.33%-71.8pp | 68.32%-60.8pp | 373.84%-366.3pp |
| Employer contribution / active EE | $11,181 | $5,247+113.1% | $4,859+130.1% | $4,755+135.2% |
| Participant deferral / active EE | $9,928 | $8,102+22.5% | $7,760+27.9% | $6,713+47.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |