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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 | $36,082 | $181,062-80.1% | $158,223-77.2% | $155,188-76.7% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 3.94% | 57.39%-53.4pp | 52.09%-48.1pp | 148.84%-144.9pp |
| Employer contribution / active EE | $2,943 | $4,565-35.5% | $4,109-28.4% | $4,248-30.7% |
| Participant deferral / active EE | $7,082 | $6,134+15.5% | $5,467+29.5% | $6,531+8.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |