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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 | $145,791 | $157,296-7.3% | $141,191+3.3% | $152,897-4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.22% | 64.34%-60.1pp | 71.41%-67.2pp | 345.43%-341.2pp |
| Employer contribution / active EE | $2,265 | $5,262-57.0% | $4,736-52.2% | $4,764-52.4% |
| Participant deferral / active EE | $6,412 | $7,111-9.8% | $6,710-4.4% | $5,851+9.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |