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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 | $202,765 | $197,603+2.6% | $177,827+14.0% | $158,950+27.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.15% | 58.76%-57.6pp | 48.32%-47.2pp | 302.91%-301.8pp |
| Employer contribution / active EE | $1,770 | $6,698-73.6% | $5,918-70.1% | $4,762-62.8% |
| Participant deferral / active EE | $22,750 | $8,404+170.7% | $7,713+194.9% | $5,983+280.3% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |