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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 | $159,998 | $185,883-13.9% | $170,043-5.9% | $139,466+14.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.76% | 60.54%-59.8pp | 53.40%-52.6pp | 373.66%-372.9pp |
| Employer contribution / active EE | $20,118 | $7,596+164.8% | $6,790+196.3% | $4,754+323.2% |
| Participant deferral / active EE | $15,852 | $11,626+36.4% | $10,410+52.3% | $6,712+136.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |