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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 | $131,322 | $176,794-25.7% | $146,647-10.5% | $167,553-21.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 1.70% | 24.04%-22.3pp | 22.75%-21.1pp | 478.89%-477.2pp |
| Employer contribution / active EE | $3,650 | $5,161-29.3% | $4,137-11.8% | $4,840-24.6% |
| Participant deferral / active EE | $9,250 | $6,440+43.6% | $5,506+68.0% | $6,343+45.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |