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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 | $115,766 | $183,592-36.9% | $155,574-25.6% | $145,877-20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.99% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $26,632 | $5,317+400.9% | $4,676+469.6% | $4,663+471.1% |
| Participant deferral / active EE | $12,121 | $6,466+87.4% | $5,629+115.3% | $6,691+81.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |