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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 | $227,291-8.1% | $214,702-2.7% | $155,188+34.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.38% | 60.08%-54.7pp | 54.55%-49.2pp | 148.84%-143.5pp |
| Employer contribution / active EE | $2,063 | $6,772-69.5% | $6,461-68.1% | $4,248-51.4% |
| Participant deferral / active EE | $5,867 | $9,582-38.8% | $9,147-35.9% | $6,531-10.2% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |