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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 | $240,715 | $223,823+7.5% | $211,142+14.0% | $154,746+55.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.65% | 50.39%-45.7pp | 46.84%-42.2pp | 172.34%-167.7pp |
| Employer contribution / active EE | $3,172 | $6,787-53.3% | $6,442-50.8% | $4,379-27.6% |
| Participant deferral / active EE | $17,084 | $9,750+75.2% | $9,284+84.0% | $6,730+153.8% |
| Admin fee / account holder | $253 | $19,707-98.7% | $19,076-98.7% | $14,365-98.2% |