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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 | $155,412 | $157,304-1.2% | $141,197+10.1% | $152,909+1.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.67% | 64.34%-63.7pp | 71.41%-70.7pp | 345.46%-344.8pp |
| Employer contribution / active EE | $7,348 | $5,263+39.6% | $4,736+55.2% | $4,764+54.3% |
| Participant deferral / active EE | $2,873 | $7,111-59.6% | $6,710-57.2% | $5,851-50.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |