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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 | $141,461 | $227,291-37.8% | $214,702-34.1% | $155,188-8.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 4.16% | 60.08%-55.9pp | 54.55%-50.4pp | 148.84%-144.7pp |
| Employer contribution / active EE | $3,278 | $6,772-51.6% | $6,461-49.3% | $4,248-22.8% |
| Participant deferral / active EE | $7,045 | $9,582-26.5% | $9,147-23.0% | $6,531+7.9% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |