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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 | $149,046 | $197,625-24.6% | $177,840-16.2% | $158,966-6.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.00% | 58.76%-56.8pp | 48.32%-46.3pp | 302.95%-301.0pp |
| Employer contribution / active EE | $7,959 | $6,698+18.8% | $5,919+34.5% | $4,762+67.1% |
| Participant deferral / active EE | $16,445 | $8,405+95.7% | $7,714+113.2% | $5,983+174.8% |
| Admin fee / account holder | $171 | $15,405-98.9% | $12,431-98.6% | $11,250-98.5% |