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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 | $91,160 | $156,398-41.7% | $147,318-38.1% | $138,895-34.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.82% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.6pp |
| Employer contribution / active EE | $9,888 | $4,853+103.7% | $4,593+115.3% | $4,194+135.7% |
| Participant deferral / active EE | $13,463 | $8,237+63.4% | $7,906+70.3% | $6,396+110.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |