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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 | $144,784 | $162,821-11.1% | $133,978+8.1% | $158,982-8.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.99% | 41.95%-39.0pp | 45.10%-42.1pp | 302.99%-300.0pp |
| Employer contribution / active EE | $7,500 | $4,976+50.7% | $3,919+91.4% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $163 | $11,742-98.6% | $8,930-98.2% | $11,252-98.5% |