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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 | $144,443 | $183,516-21.3% | $155,534-7.1% | $145,884-1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.14% | 61.43%-55.3pp | 64.92%-58.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $8,100 | $5,315+52.4% | $4,675+73.3% | $4,662+73.7% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |