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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 | $86,768 | $227,291-61.8% | $214,702-59.6% | $155,188-44.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.73% | 60.08%-58.3pp | 54.55%-52.8pp | 148.84%-147.1pp |
| Employer contribution / active EE | $3,211 | $6,772-52.6% | $6,461-50.3% | $4,248-24.4% |
| Participant deferral / active EE | $3,212 | $9,582-66.5% | $9,147-64.9% | $6,531-50.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |