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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 | $86,071 | $135,956-36.7% | $123,894-30.5% | $273,972-68.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.48% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $3,089 | $5,170-40.3% | $4,617-33.1% | $4,869-36.6% |
| Participant deferral / active EE | $8,428 | $6,343+32.9% | $5,984+40.8% | $5,287+59.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |