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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 | $156,813 | $157,296-0.3% | $141,191+11.1% | $152,897+2.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.28% | 64.34%-50.1pp | 71.41%-57.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $2,288 | $5,262-56.5% | $4,736-51.7% | $4,764-52.0% |
| Participant deferral / active EE | $18,915 | $7,111+166.0% | $6,710+181.9% | $5,851+223.3% |
| Admin fee / account holder | $91 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |