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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 | $114,108 | $135,956-16.1% | $123,894-7.9% | $273,972-58.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.53% | 56.63%-55.1pp | 47.52%-46.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $4,084 | $5,170-21.0% | $4,617-11.5% | $4,869-16.1% |
| Participant deferral / active EE | $12,371 | $6,343+95.0% | $5,984+106.7% | $5,287+134.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |