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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 | $171,784 | $176,838-2.9% | $146,685+17.1% | $167,518+2.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 1.48% | 24.04%-22.6pp | 22.75%-21.3pp | 478.71%-477.2pp |
| Employer contribution / active EE | $7,892 | $5,161+52.9% | $4,137+90.8% | $4,838+63.1% |
| Participant deferral / active EE | $4,917 | $6,441-23.7% | $5,507-10.7% | $6,342-22.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |