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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 | $152,714 | $140,592+8.6% | $123,105+24.1% | $125,389+21.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.72% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $4,428 | $6,041-26.7% | $5,151-14.0% | $4,866-9.0% |
| Participant deferral / active EE | $7,275 | $6,980+4.2% | $6,229+16.8% | $5,352+35.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |