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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 | $124,333 | $124,980-0.5% | $108,359+14.7% | $154,746-19.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 3.46% | 45.00%-41.5pp | 36.89%-33.4pp | 172.34%-168.9pp |
| Employer contribution / active EE | $21,298 | $2,851+647.1% | $2,399+787.6% | $4,379+386.3% |
| Participant deferral / active EE | $2,113 | $4,743-55.4% | $4,137-48.9% | $6,730-68.6% |
| Admin fee / account holder | $271 | $11,502-97.6% | $9,741-97.2% | $14,365-98.1% |