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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 | $159,504 | $157,304+1.4% | $141,197+13.0% | $152,909+4.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 14.24% | 64.34%-50.1pp | 71.41%-57.2pp | 345.46%-331.2pp |
| Employer contribution / active EE | $3,995 | $5,263-24.1% | $4,736-15.6% | $4,764-16.1% |
| Participant deferral / active EE | $5,160 | $7,111-27.4% | $6,710-23.1% | $5,851-11.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |