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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 | $215,302 | $227,597-5.4% | $189,575+13.6% | $167,536+28.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.37% | 78.44%-76.1pp | 64.19%-61.8pp | 478.82%-476.4pp |
| Employer contribution / active EE | $22,653 | $5,316+326.1% | $4,412+413.4% | $4,839+368.1% |
| Participant deferral / active EE | $10,000 | $7,002+42.8% | $6,174+62.0% | $6,342+57.7% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |