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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 | $82,580 | $135,956-39.3% | $123,894-33.3% | $273,972-69.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.74% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $6,040 | $5,170+16.8% | $4,617+30.8% | $4,869+24.1% |
| Participant deferral / active EE | $26,420 | $6,343+316.5% | $5,984+341.5% | $5,287+399.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |