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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 | $75,804 | $62,583+21.1% | $76,767-1.3% | $64,173+18.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.66% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,919 | $1,832+441.4% | $2,485+299.1% | $2,381+316.6% |
| Participant deferral / active EE | $5,250 | $3,145+66.9% | $3,852+36.3% | $3,470+51.3% |
| Admin fee / account holder | $159 | $4,667-96.6% | $6,675-97.6% | $4,887-96.7% |