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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 | $117,742 | $185,883-36.7% | $170,043-30.8% | $139,466-15.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 6.75% | 60.54%-53.8pp | 53.40%-46.7pp | 373.66%-366.9pp |
| Employer contribution / active EE | $4,967 | $7,596-34.6% | $6,790-26.8% | $4,754+4.5% |
| Participant deferral / active EE | $13,950 | $11,626+20.0% | $10,410+34.0% | $6,712+107.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |