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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 | $72,448 | $185,312-60.9% | $161,489-55.1% | $154,746-53.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.61% | 103.84%-98.2pp | 89.72%-84.1pp | 172.34%-166.7pp |
| Employer contribution / active EE | $5,714 | $4,769+19.8% | $4,268+33.9% | $4,379+30.5% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |