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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 | $211,288-10.8% | $178,540+5.5% | $145,884+29.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.49% | 30.27%-28.8pp | 27.15%-25.7pp | 551.85%-550.4pp |
| Employer contribution / active EE | $788 | $4,574-82.8% | $3,953-80.1% | $4,662-83.1% |
| Participant deferral / active EE | $11,500 | $6,967+65.1% | $6,281+83.1% | $6,690+71.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |