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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 | $113,127 | $135,956-16.8% | $123,894-8.7% | $273,972-58.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.73% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $2,392 | $5,170-53.7% | $4,617-48.2% | $4,869-50.9% |
| Participant deferral / active EE | $9,199 | $6,343+45.0% | $5,984+53.7% | $5,287+74.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |