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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 | $63,604 | $162,785-60.9% | $133,959-52.5% | $158,950-60.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 1.69% | 41.94%-40.3pp | 45.09%-43.4pp | 302.91%-301.2pp |
| Employer contribution / active EE | $11,947 | $4,975+140.1% | $3,919+204.9% | $4,762+150.9% |
| Participant deferral / active EE | $17,331 | $5,910+193.2% | $5,047+243.4% | $5,983+189.7% |
| Admin fee / account holder | $206 | $11,738-98.2% | $8,928-97.7% | $11,248-98.2% |