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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 | $124,471 | $162,136-23.2% | $152,301-18.3% | $154,746-19.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.02% | 91.02%-89.0pp | 80.50%-78.5pp | 172.34%-170.3pp |
| Employer contribution / active EE | $13,911 | $4,890+184.5% | $4,624+200.8% | $4,379+217.7% |
| Participant deferral / active EE | $8,159 | $8,341-2.2% | $8,004+1.9% | $6,730+21.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |