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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 | $70,664 | $172,111-58.9% | $150,298-53.0% | $137,256-48.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.17% | 69.37%-64.2pp | 62.79%-57.6pp | 220.34%-215.2pp |
| Employer contribution / active EE | $10,009 | $4,636+115.9% | $4,154+141.0% | $4,156+140.8% |
| Participant deferral / active EE | $4,882 | $6,166-20.8% | $5,453-10.5% | $6,407-23.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |