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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 | $135,523 | $129,737+4.5% | $119,126+13.8% | $154,746-12.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.94% | 379.08%-374.1pp | 282.11%-277.2pp | 172.34%-167.4pp |
| Employer contribution / active EE | $1,766 | $4,375-59.6% | $4,034-56.2% | $4,379-59.7% |
| Participant deferral / active EE | $6,933 | $5,842+18.7% | $5,318+30.4% | $6,730+3.0% |
| Admin fee / account holder | $5 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |