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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 | $87,588 | $77,449+13.1% | $69,483+26.1% | $152,909-42.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.65% | 39.09%-34.4pp | 28.99%-24.3pp | 345.46%-340.8pp |
| Employer contribution / active EE | $5,252 | $3,316+58.4% | $2,780+88.9% | $4,764+10.2% |
| Participant deferral / active EE | $11,050 | $4,415+150.3% | $3,537+212.4% | $5,851+88.8% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |