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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 | $157,686 | $175,259-10.0% | $149,723+5.3% | $139,487+13.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 0.63% | 166.82%-166.2pp | 134.50%-133.9pp | 373.84%-373.2pp |
| Employer contribution / active EE | $7,591 | $5,478+38.6% | $4,821+57.4% | $4,755+59.7% |
| Participant deferral / active EE | $5,625 | $6,522-13.7% | $5,682-1.0% | $6,713-16.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |