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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 | $131,503 | $183,516-28.3% | $155,534-15.5% | $145,884-9.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.50% | 61.43%-55.9pp | 64.92%-59.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $27,047 | $5,315+408.9% | $4,675+478.6% | $4,662+480.1% |
| Participant deferral / active EE | $26,750 | $6,467+313.7% | $5,630+375.1% | $6,690+299.9% |
| Admin fee / account holder | $160 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |