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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 | $78,863 | $115,814-31.9% | $101,275-22.1% | $158,982-50.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.23% | 56.16%-49.9pp | 46.48%-40.3pp | 302.99%-296.8pp |
| Employer contribution / active EE | $4,337 | $4,176+3.9% | $3,660+18.5% | $4,763-8.9% |
| Participant deferral / active EE | $2,364 | $4,958-52.3% | $4,371-45.9% | $5,983-60.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |