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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 | $111,468 | $148,582-25.0% | $135,942-18.0% | $139,456-20.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.44% | 79.26%-69.8pp | 68.28%-58.8pp | 373.45%-364.0pp |
| Employer contribution / active EE | $2,372 | $5,245-54.8% | $4,858-51.2% | $4,753-50.1% |
| Participant deferral / active EE | $2,571 | $8,101-68.3% | $7,759-66.9% | $6,711-61.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |