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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 | $69,447 | $228,352-69.6% | $185,835-62.6% | $158,966-56.3% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 2.27% | 40.81%-38.5pp | 35.96%-33.7pp | 302.95%-300.7pp |
| Employer contribution / active EE | $11,546 | $4,967+132.5% | $4,087+182.5% | $4,762+142.4% |
| Participant deferral / active EE | $4,591 | $6,416-28.4% | $5,633-18.5% | $5,983-23.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |