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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 | $85,484 | $201,344-57.5% | $184,243-53.6% | $145,877-41.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 1.72% | 29.01%-27.3pp | 28.82%-27.1pp | 551.28%-549.6pp |
| Employer contribution / active EE | $5,658 | $7,022-19.4% | $6,427-12.0% | $4,663+21.3% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |