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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 | $92,314 | $178,174-48.2% | $156,181-40.9% | $137,256-32.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.14% | 84.19%-78.1pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $3,132 | $4,972-37.0% | $4,294-27.1% | $4,156-24.6% |
| Participant deferral / active EE | $10,333 | $6,888+50.0% | $6,132+68.5% | $6,407+61.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |