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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 | $151,922 | $172,111-11.7% | $150,298+1.1% | $137,256+10.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.98% | 69.37%-63.4pp | 62.79%-56.8pp | 220.34%-214.4pp |
| Employer contribution / active EE | $10,000 | $4,636+115.7% | $4,154+140.7% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $100 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |