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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 | $123,940 | $201,259-38.4% | $184,200-32.7% | $145,959-15.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.70% | 28.98%-24.3pp | 28.80%-24.1pp | 561.95%-557.3pp |
| Employer contribution / active EE | $4,834 | $7,018-31.1% | $6,424-24.8% | $4,661+3.7% |
| Participant deferral / active EE | $20,327 | $9,806+107.3% | $9,132+122.6% | $6,689+203.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |