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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 | $131,378 | $201,344-34.7% | $184,243-28.7% | $145,877-9.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.39% | 29.01%-21.6pp | 28.82%-21.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,146 | $7,022-69.4% | $6,427-66.6% | $4,663-54.0% |
| Participant deferral / active EE | $3,596 | $9,807-63.3% | $9,132-60.6% | $6,691-46.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |