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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 | $138,766 | $175,231-20.8% | $149,696-7.3% | $139,466-0.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.05% | 166.77%-164.7pp | 134.46%-132.4pp | 373.66%-371.6pp |
| Employer contribution / active EE | $7,087 | $5,478+29.4% | $4,821+47.0% | $4,754+49.1% |
| Participant deferral / active EE | $7,258 | $6,521+11.3% | $5,682+27.7% | $6,712+8.1% |
| Admin fee / account holder | $166 | $16,155-99.0% | $13,212-98.7% | $11,409-98.5% |