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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 | $80,837 | $185,312-56.4% | $161,489-49.9% | $154,746-47.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.74% | 103.84%-96.1pp | 89.72%-82.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $5,831 | $4,769+22.3% | $4,268+36.6% | $4,379+33.2% |
| Participant deferral / active EE | $17,940 | $6,350+182.5% | $5,630+218.7% | $6,730+166.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |