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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 | $73,533 | $148,623-50.5% | $135,974-45.9% | $139,466-47.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.18% | 79.30%-73.1pp | 68.30%-62.1pp | 373.66%-367.5pp |
| Employer contribution / active EE | $4,169 | $5,246-20.5% | $4,859-14.2% | $4,754-12.3% |
| Participant deferral / active EE | $9,113 | $8,103+12.5% | $7,760+17.4% | $6,712+35.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |