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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 | $208,860 | $212,386-1.7% | $199,883+4.5% | $138,895+50.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.38% | 47.75%-42.4pp | 43.81%-38.4pp | 145.39%-140.0pp |
| Employer contribution / active EE | $2,063 | $6,625-68.9% | $6,261-67.1% | $4,194-50.8% |
| Participant deferral / active EE | $5,867 | $9,617-39.0% | $9,138-35.8% | $6,396-8.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |