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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 | $165,399+2.4% | $149,745+13.1% | $158,982+6.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.73% | 348.34%-347.6pp | 276.72%-276.0pp | 302.99%-302.3pp |
| Employer contribution / active EE | $3,341 | $5,105-34.6% | $4,646-28.1% | $4,763-29.9% |
| Participant deferral / active EE | $7,418 | $7,183+3.3% | $6,843+8.4% | $5,983+24.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |