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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 | $143,092 | $183,516-22.0% | $155,534-8.0% | $145,884-1.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.84% | 61.43%-58.6pp | 64.92%-62.1pp | 551.85%-549.0pp |
| Employer contribution / active EE | $7,314 | $5,315+37.6% | $4,675+56.5% | $4,662+56.9% |
| Participant deferral / active EE | $7,504 | $6,467+16.0% | $5,630+33.3% | $6,690+12.2% |
| Admin fee / account holder | $46 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |