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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 | $164,404 | $157,296+4.5% | $141,191+16.4% | $152,897+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.73% | 64.34%-58.6pp | 71.41%-65.7pp | 345.43%-339.7pp |
| Employer contribution / active EE | $2,933 | $5,262-44.3% | $4,736-38.1% | $4,764-38.4% |
| Participant deferral / active EE | $18,472 | $7,111+159.8% | $6,710+175.3% | $5,851+215.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |