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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 | $137,640 | $152,619-9.8% | $125,195+9.9% | $152,909-10.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.82% | 54.85%-53.0pp | 43.79%-42.0pp | 345.46%-343.6pp |
| Employer contribution / active EE | $14,516 | $4,947+193.4% | $3,866+275.5% | $4,764+204.7% |
| Participant deferral / active EE | $10,779 | $5,869+83.7% | $4,937+118.3% | $5,851+84.2% |
| Admin fee / account holder | $19 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |