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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 | $104,593 | $104,709-0.1% | $85,705+22.0% | $167,553-37.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 4.76% | 21.45%-16.7pp | 21.49%-16.7pp | 478.89%-474.1pp |
| Employer contribution / active EE | $3,746 | $3,338+12.2% | $2,619+43.1% | $4,840-22.6% |
| Participant deferral / active EE | $13,299 | $4,827+175.5% | $3,924+238.9% | $6,343+109.7% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |