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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 | $122,845 | $183,627-33.1% | $155,602-21.1% | $145,978-15.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.32% | 61.32%-53.0pp | 64.81%-56.5pp | 550.52%-542.2pp |
| Employer contribution / active EE | $3,806 | $5,316-28.4% | $4,675-18.6% | $4,662-18.4% |
| Participant deferral / active EE | $9,519 | $6,466+47.2% | $5,629+69.1% | $6,690+42.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |