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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 | $188,440 | $211,239-10.8% | $178,528+5.6% | $145,877+29.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.49% | 30.22%-28.7pp | 27.11%-25.6pp | 551.28%-549.8pp |
| Employer contribution / active EE | $788 | $4,570-82.8% | $3,950-80.1% | $4,663-83.1% |
| Participant deferral / active EE | $11,500 | $6,963+65.2% | $6,278+83.2% | $6,691+71.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |