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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 | $121,646 | $116,203+4.7% | $93,621+29.9% | $152,909-20.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.16% | 35.96%-34.8pp | 32.76%-31.6pp | 345.46%-344.3pp |
| Employer contribution / active EE | $8,333 | $3,219+158.9% | $2,719+206.5% | $4,764+74.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $64 | $10,751-99.4% | $7,890-99.2% | $11,601-99.4% |