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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 | $153,890 | $197,625-22.1% | $177,840-13.5% | $158,966-3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.66% | 58.76%-55.1pp | 48.32%-44.7pp | 302.95%-299.3pp |
| Employer contribution / active EE | $3,064 | $6,698-54.3% | $5,919-48.2% | $4,762-35.7% |
| Participant deferral / active EE | $13,351 | $8,405+58.9% | $7,714+73.1% | $5,983+123.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |