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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 | $196,063 | $211,224-7.2% | $178,505+9.8% | $145,897+34.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.67% | 30.28%-23.6pp | 27.16%-20.5pp | 552.29%-545.6pp |
| Employer contribution / active EE | $2,566 | $4,577-43.9% | $3,955-35.1% | $4,663-45.0% |
| Participant deferral / active EE | $3,148 | $6,966-54.8% | $6,280-49.9% | $6,689-52.9% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |