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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 | $201,344-38.4% | $184,243-32.7% | $145,877-15.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.70% | 29.01%-24.3pp | 28.82%-24.1pp | 551.28%-546.6pp |
| Employer contribution / active EE | $4,834 | $7,022-31.2% | $6,427-24.8% | $4,663+3.7% |
| Participant deferral / active EE | $20,327 | $9,807+107.3% | $9,132+122.6% | $6,691+203.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |