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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 | $66,475 | $172,111-61.4% | $150,298-55.8% | $137,256-51.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 2.78% | 69.37%-66.6pp | 62.79%-60.0pp | 220.34%-217.6pp |
| Employer contribution / active EE | $1,951 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $4,629 | $6,166-24.9% | $5,453-15.1% | $6,407-27.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |