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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 | $98,346 | $135,956-27.7% | $123,894-20.6% | $273,972-64.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.71% | 56.63%-55.9pp | 47.52%-46.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $14,063 | $5,170+172.0% | $4,617+204.6% | $4,869+188.8% |
| Participant deferral / active EE | $15,000 | $6,343+136.5% | $5,984+150.7% | $5,287+183.7% |
| Admin fee / account holder | $29 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |