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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 | $177,505 | $127,387+39.3% | $115,038+54.3% | $125,389+41.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.02% | 31.28%-36.3pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $6,930 | $5,166+34.1% | $4,608+50.4% | $4,866+42.4% |
| Participant deferral / active EE | $12,703 | $6,423+97.8% | $6,026+110.8% | $5,352+137.4% |
| Admin fee / account holder | $267 | $9,516-97.2% | $8,175-96.7% | $9,541-97.2% |