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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 | $176,736 | $127,387+38.7% | $115,038+53.6% | $125,389+40.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.51% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $17,175 | $5,166+232.5% | $4,608+272.7% | $4,866+253.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |