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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 | $119,746 | $157,276-23.9% | $141,177-15.2% | $152,885-21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.53% | 64.33%-62.8pp | 71.40%-69.9pp | 345.39%-343.9pp |
| Employer contribution / active EE | $10,867 | $5,262+106.5% | $4,736+129.5% | $4,763+128.1% |
| Participant deferral / active EE | $8,333 | $7,110+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |