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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 | $169,408 | $165,351+2.5% | $149,710+13.2% | $158,931+6.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.73% | 348.19%-347.5pp | 276.63%-275.9pp | 302.86%-302.1pp |
| Employer contribution / active EE | $3,341 | $5,103-34.5% | $4,645-28.1% | $4,761-29.8% |
| Participant deferral / active EE | $7,418 | $7,181+3.3% | $6,842+8.4% | $5,982+24.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |