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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 | $179,248 | $162,821+10.1% | $133,978+33.8% | $158,982+12.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.26% | 41.95%-40.7pp | 45.10%-43.8pp | 302.99%-301.7pp |
| Employer contribution / active EE | $2,495 | $4,976-49.9% | $3,919-36.3% | $4,763-47.6% |
| Participant deferral / active EE | $4,837 | $5,910-18.2% | $5,047-4.2% | $5,983-19.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |