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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 | $123,982 | $174,379-28.9% | $152,093-18.5% | $138,895-10.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.78% | 74.86%-74.1pp | 66.36%-65.6pp | 145.39%-144.6pp |
| Employer contribution / active EE | $2,072 | $4,652-55.5% | $4,175-50.4% | $4,194-50.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |