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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 | $130,969 | $211,239-38.0% | $178,528-26.6% | $145,877-10.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.84% | 30.22%-24.4pp | 27.11%-21.3pp | 551.28%-545.4pp |
| Employer contribution / active EE | $2,650 | $4,570-42.0% | $3,950-32.9% | $4,663-43.2% |
| Participant deferral / active EE | $10,167 | $6,963+46.0% | $6,278+61.9% | $6,691+52.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |