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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 | $225,636 | $211,105+6.9% | $178,449+26.4% | $145,978+54.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.35% | 30.19%-24.8pp | 27.09%-21.7pp | 550.52%-545.2pp |
| Employer contribution / active EE | $749 | $4,569-83.6% | $3,951-81.0% | $4,662-83.9% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33 | $12,017-99.7% | $10,362-99.7% | $13,400-99.8% |